Overview
uView™ is a personal relationship building platform for finance management service that aggregates all of a customer’s account information (financial and nonfinancial) in one place, providing a way for financial institutions to become their customers' personal portal to their lives online, while repositioning your brand as both technology-savvy and customer-friendly. uView provides a highly secure password vault for your customers to keep all their online credentials in one place with easy access to all their financial and non-financial data with single-sign-on to the online world. This powerful online access management service will lead them to begin their day at your site everyday.
uView provides your financial institution with:
- Branded, easy to use and easy to manager service
- Bring personal financial data from all online accounts
- Link all customers' internal and external accounts
- Keep all customer data in one place: assets and liabilities
- Provide a secure virtual password vault
- Bring non-financial information in same portal
- Store and share data and documents in a safe venue
uView enables your financial institution to:
- Provide customers with access to all their account information from their own personalized single sign-on dash board with the following standard monitors and customized components
- Help your customers become aware of their financial position, offer them appropriate products and services, while maximizing your share of customers' wallet
- Let customers see all assets and liabilities in one place and assist customers in better managing their financial lives
- Gain insight from data mining and analysis of aggregate data across your entire customer base to develop and position the right products and services with the right marketing message
- View Financial Monitors: Bank Monitor, Brokerage Monitor, Credit Card Monitor, Bills Monitor, Market Monitor, Net worth Monitor, Insurance Monitor
- View Non-Financial Monitors: Rewards Monitor, Email Monitor, Flight Monitor, Package Monitor, Weather Monitor
- View Other Important Information: Lifestyle Monitor, News Monitor, Search Engine, My Favorites, Financial Calculators