01The system of record.
Core Banking
The system of record for the institution: customer and account data, deposit processing, and a real-time general ledger.
System of recordCIF + Ledger
PostingReal-time
Key mandateBSA / CIP
CoverageDeposits · GL · Docs
01The modules
01.1
Core Account Processing
System of record for customer and account data. Centralized customer information file, deposit processing for DDA, savings, CDs, and time deposits, a real-time general ledger and chart of accounts, and no-code product and rate configuration.
01.2
Account Opening & Onboarding
Consumer and business account opening across digital and in-branch channels. Identity verification (KYC/KYB and CIP), eSignature, initial funding, and support for all entity types.
01.3
Document Management
Generation and management of statements, notices, disclosures, and tax documents, with document imaging, retention policies, a secure customer document vault, and litigation holds.