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Admin portal
A comprehensive view of banking relationships and enhanced digital experience
Unleash the full potential of your data with a flexible and dynamic management platform. Gather in-depth insights into customer behavior and transaction data for enhanced financial decision-making.
ADMIN PORTAL
Gain powerful insights
Obtain a 360-degree view of your customers, their behaviors and banking habits
An intuitive & user-friendly Administration Portal
- Detect real-time incidents for fast decision-making and improved customer response.
- Enhance communication with targeted campaigns based on customer profiles and behaviors through push notification, e-mail and WhatsApp.
- Boost debt collection rates and reactivate inactive users with personalized messages.
- Customize security devices and authentication factors to meet your policies and local regulations.
- Offer better user support with comprehensive customer journey traceability.
- Manage users, companies, permissions and contents of the different channels from a single place.
Reach the right audience
Launch personalized marketing campaigns using in-depth user segmentation and targeted marketing offers.
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My experience is very good; I love the 'bank at hand' feature because I can easily see my products. The platform is user-friendly, with a simple registration and usage process
Rafael R. Communication Analyst
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The product is highly appreciated by our clients, as it allows them to self-manage in the most used transactions. It stands out for its potential, with a very reasonable cost-benefit ratio
Eric C. Chief of Digital Channels
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The agility in integration and implementation is remarkable. The SaaS platform facilitates the operation. From the beginning, the tool offers numerous options that allow offering online services competitively
Luis L. VP Digital Transformation & Technology
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We implemented the self-management strategy for bank clients to easily access information and transactions. The integration was simple through parameterization and API integration
Edna Mabel R. Channels Director
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The experience is excellent: product centralization, ease of access, excellent visualization, effective administration changes and management, important updates. In addition to exceptional support
Zunilda G. Project and Innovation Specialist
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A great tool: practical, functional, and easy to use in all aspects, both for administration and for the general public
Francisco M. Systems Manager
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A great solution for our partners. We have received the necessary support and more from Bankingly, always maintaining full readiness to support us at any time. Excellent and very professional treatment
Joshue Fernando L. Operations Coordinator
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Mobile and Online Banking have been very well received by our partners, leaving us good feedback on the tools we have provided them to manage their accounts
Martín V. Chief Information Security Officer
My experience is very good; I love the 'bank at hand' feature because I can easily see my products. The platform is user-friendly, with a simple registration and usage process
Rafael R.
Communication Analyst
The product is highly appreciated by our clients, as it allows them to self-manage in the most used transactions. It stands out for its potential, with a very reasonable cost-benefit ratio
Eric C.
Chief of Digital Channels
The agility in integration and implementation is remarkable. The SaaS platform facilitates the operation. From the beginning, the tool offers numerous options that allow offering online services competitively
Luis L.
VP Digital Transformation & Technology
We implemented the self-management strategy for bank clients to easily access information and transactions. The integration was simple through parameterization and API integration
Edna Mabel R.
Channels Director
The experience is excellent: product centralization, ease of access, excellent visualization, effective administration changes and management, important updates. In addition to exceptional support
Zunilda G.
Project and Innovation Specialist
A great tool: practical, functional, and easy to use in all aspects, both for administration and for the general public
Francisco M.
Systems Manager
A great solution for our partners. We have received the necessary support and more from Bankingly, always maintaining full readiness to support us at any time. Excellent and very professional treatment
Joshue Fernando L.
Operations Coordinator
Mobile and Online Banking have been very well received by our partners, leaving us good feedback on the tools we have provided them to manage their accounts
Martín V.
Chief Information Security Officer
We have a way of getting you there
Frequently Asked Questions
Does the administration portal offer the creation of customized roles and profiles?
Absolutely! Our administrative portal is equipped with features for creating roles and profiles, providing greater control and security in user and permission management. Administrators have the ability to design custom roles and assign them to users based on their responsibilities and functions within the financial institution. This ensures that each user has access only to the necessary information and functionalities to carry out their tasks efficiently.
Can I access full traceability of all channels from the administration portal?
Absolutely. Our administration portal offers a comprehensive view of user activity across digital channels, allowing you to track and analyze their behavior. You'll be able to see details such as transactions, inquiries, completed forms, and other relevant interactions. This information enables you to provide more effective support through customer traceability analysis.
Can I make configurations without needing Bankingly assistance?
Certainly! After receiving training from our team of experts and having support materials at your disposal, your financial institution will be fully capable of making configurations autonomously. However, if any difficulties arise, our Support and Customer Success team is always available to provide necessary assistance.
Will we receive training to use the portal?
Absolutely! We offer online training sessions, guided by our experts, to familiarize you with all the functionalities of the administration portal and make the most of its features. During these sessions, you'll learn how to navigate the portal, manage users and permissions, access reports and statistics, and utilize all available tools to efficiently manage your digital channels. Additionally, we provide training materials, such as manuals and tutorials, for you to review and delve deeper into the concepts learned.
Is there a limit on the number of administrators the Portal can have?
There is no specific limit. You can assign administrator roles to as many users as you need, depending on the requirements and structure of your financial institution.
