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Customizable Bank Products Portfolio
The module for administrators offers in its settings menu, a feature on Bank Products Portfolio which lets the administrator customize a list of products in which a user may be interested. Upon registration, a new user is asked to select from this list located on the online registration form. A user's product selection will help the bank administrator determine which account products to set up for the user.
Customers can order further accounts products that may interest them. They can simply click on the link 'Order Further Products' on their individual account menus, select the type of account they wish to order, and key in the opening amount for that selected account. Bank administrators can easily process the opening of such additional accounts for their customers in no time at all.
It's really one way for banks to let their customers know that they care about them even when it comes to the simplest of things.
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