Financial Services & Products (make as child pages)
Financial Services Product Management
Savings (share) Accounts
Current (checking/share draft) Accounts
Term Deposit Accounts
Collateral Loans
Savings Secured Loans
Agriculture Loans
Open End/Top Up/Line of Credit Loans
Incremental Disbursement Loans
Village/Group Lending
Solidarity Group Lending
Loan Approval Process
Loan Products
Savings secured loans – this feature looks as though it is well fleshed out in the jira and is in development. It is expected to ship in xx release.
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Client Identification (KYC)
Client Relationship Management
Client Risk Analysis
Client Education
Client Protection
Social Performance Management
- institutional Management (Office Hiearchy)
Client Management
Unlimited Individual Patrons (Members)
Unlimited Group Patrons
Patron Approval Process
Patron Closure & Blacklists
Branch Management
Center Management
Duplicate Patron Verification
New Patron Approval Process
Document Attachment (photos, applications. ID)
Multi Language
Multi Currency
Mobile Delivery & Enablement
- Mobile Field Tools & Processes
- Continue the development of Android app. According to the Gates Foundation, “In wealthier countries, people conduct most of their financial activities in digital form, and value is stored virtually and transferred instantaneously. The global revolution in mobile communications, along with rapid advances in digital payment systems, is creating opportunities to connect poor households to affordable and reliable financial tools through mobile phones and other digital interfaces. In fact, research has shown that the most effective way to significantly expand poor people’s access to formal financial services is through digital means. In addition to cost savings, digital financial services offer a wide array of benefits:
- Mobile Financial Services and Products (Micro-savings)
- Mobile Payments, Transfers, and Remittances (M-Pesa)
- Mobile Delivery Channels (Agents & Correspondents)
Mobile Field Operations Via Tablet or Smartphone
Transaction Network Interface
Store and Forward Capability
Email Support
Bulk Loan Assignment
Bulk Collections Assignment
Open API For Easy Customization
Business Management
Reporting & Business Intelligence
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Client Approval & Processes
Business Management
Chart of Accounts Management
Accrual Accounting
Statement Generation
Cash Management
Social Performance Tracking
Customizable User Permissions
Customizable Fields
Detailed Audit Trail
Profit & Loss Statement
Trial Balance
Book Closures
Entity Management
Security
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