Savings Management Simplified
Empower your clients with flexible and rewarding savings programs, tailored to their financial goals. Manage, configure, and monitor plans and presets with ease in the B2CORE Savings Management.
Savings Presets & Plans: Overview
Savings Presets
Design and manage the foundational settings for savings programs.
Presets define program parameters such as interest rates, penalties, and payment schedules.
Inactive presets ensure discontinued programs remain archived but accessible for reference.
Savings Plans
Monitor active client savings plans with comprehensive data tracking.
View critical details like client wallet numbers, investment amounts, and earned interest.
Access information on active, scheduled, and cancelled payments.
Key Features of Savings Programs
Dynamic Program Settings
Admission Fees
Set entry costs for program participation.
Penalty Configurations
Define restrictions for early withdrawals.
Payment Periods
Set monthly intervals for interest payouts.
Advanced Features for Presets
01
Scalability
Manage multiple savings programs effortlessly.
02
Customisation
Tailor programs to meet diverse client needs.
03
Transparency
Provide clients with clear and detailed program insights.
04
Security
Protect investments with a robust compliance and penalty system.
Frequently Asked Questions
Find answers to the most common questions about our products and services.