When we talk about Savings Banks, we recognize the sensitivity of these institutions when working with their clients’ resources to achieve a return. Therefore, these financial institutions must provide a service that guarantees security in transactions through the acquisition of comprehensive software for financial institutions.

Acquiring the ideal financial software for your institution will allow your processes to be carried out more accurately and independently for the management of investments, savings, loans, collection, among others.

Now, if you are looking to implement savings account software, what do you need to take into account to choose an excellent option?

How to find a good software for Savings Bank?

Incorporating digital credit management techniques can be tricky; For this reason, it is important to opt for the correct acquisition of financial software.

This credit and collection management software allows you to obtain connectivity in the application system, adaptability to customer requirements, and real-time recording of online transactions.

Likewise, good financial software should have features such as:

• Robust security: to build trust in all transactional operations.

• Regulatory compliance: in order to be aligned with the regulations of the National Banking Securities Commission (CNBV).

• Modular: That it has different modules that integrate with each other to make the operation more efficient.

• Adaptability: That easily adapts to market and regulatory changes.

• Support Availability: That provides attention 365 days a year or even the possibility of assigning dedicated personnel to your company.

Having known the functionalities that a good portfolio management software must have, now it is time to know what are the essential modules that it must have and with that, be able to choose the ideal option for your financial institution.

Essential modules for your Savings Bank software

Here are 3 modules that all credit management software must have:

1-Clients

The client module makes it possible to facilitate the generation of digital files, consult the Credit Bureau online, as well as identify Common Risks through Patrimonial Relations. In addition, you can give massive and individual registrations of new clients, as well as manage Economic Groups and Solidarity Groups.

2-Security

Permissions are assigned by user profiles or individual users; In the same way, it facilitates the management of the Audit Log and Security Certificates. In addition, you can restrict access in a geographic scheme and recognize fingerprints.

3-Accounting

The accounting module facilitates the accounting processes of the institutions, generating financial reports, automatic reconciliation of operating balances and accounting balance, as well as the issuance of basic regulated reports.

4-Collection

Through this module, a savings bank software allows you to consult recovered credit details, historical collection data; in addition to managing portfolio treatment and providing productivity reports in recovery management.

5-Terms deposits

A credit management software allows you to generate investment plans based on established terms and amounts, thanks to this module; In the same way, it facilitates the configuration of Service Charge Plans and the management of Axis Accounts.

Now, well, taking into account all this information, where can I find the ideal financial software for my savings account?

TASF gives you the comprehensive solution!

TASF is a 100% company with more than 10 years of experience in the development of financial software.

Thus, TASF is the developer of CAUDEX; the comprehensive credit management software for any financial institution.

What can CAUDEX offer you? Our financial management software complies with the regulations of the Regulatory Entities of the Mexican Financial System; In addition, it has the TASF guarantee, which indicates that we contractually ensure that we are always up to date with current regulations at no additional cost to your institution for the development of these updates.

Are you interested in knowing more? Contact us now!

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