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
Fixed Strategy
Offer clients a fixed interest rate for a defined holding period.
Issue periodic interest payments and a full principal refund at the term’s end.
Flexible Strategy
Provide clients with tiered interest rates based on invested amounts.
Offer monthly distribution and set limits for early withdrawals.
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
Fixed Presets
Plan Length: Set investment durations in 30-day increments.
Interest Rates: Specify fixed percentages for earned interest.
Cancellation Penalties: Ensure program integrity with deterrent fees for early withdrawals.
Flexible Presets
Tiered Rates: Assign floating interest rates based on investment thresholds.
Penalty Periods: Define minimum holding durations to avoid withdrawal fees.
Redeem Penalties: Ensure a fair refund process for early withdrawals.
Seamless Client Management
Client Transparency
View and manage individual savings plans in a detailed dashboard.
Access payment history, upcoming schedules, and program terms.
Detailed Payment Tracking
Track upcoming interest payouts for Fixed savings strategies.
Monitor processed payments on all plans more accurately.
Automated Adjustments
Create interest tiers and set distinct rules and conditions.
Modify tier settings and updates to active plans with ease.
Why Choose B2CORE for Savings Management?
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.
What is a Forex CRM?
A CRM (Customer Relationship Management) software stores all client activities, details, and information, as well as business aspects like requests, settlements, and wallet management. It is the heart of a brokerage firm and a vital tool to monitor and manage user and platform interactions in one comprehensive interface.
