Self-management digital platform
of inquiries and transactions for
your customers

Digital platform for self-management of inquiries and transactions for your customers

E-Banking Manager is a digital platform, developed for your trust clients and fund investors to carry out inquiries and transactions easily and securely from anywhere.

Main Features
Easy Access
  • Security Authentication
  • Updating personal information
  • Assigning Representatives
Account Inquiries
  • Customizable consolidated position
  • Detail of movements
  • Account statement
  • PortfolioNotifications of contributions
Transactions
  • Contribution and withdrawal requests in
    Investment Funds and Trusts
  • Payment Instructions (Trusts)
  • Monitoring customer requests.
Security
  • Digital Security Certificate
  • Email validation
  • Safety Rules
  • Authorized users: people
    Legal
  • Configurable Representative permissions
Funds Inquiries
and Trusts
  • Situation and Result Balances
  • Liquidity position
  • Ledger Book
  • Portfolios
Real Estate Projects
  • Consult information on real estate units.
  • General data, subscriptions, dismissals, among others.
Reports
  • Consult information about Committees.
  • Investor Report.
  • Book MHistorical Information on Investment Funds.AYOR
  • Digital signature of documents.

Greater customer satisfaction, through self-management of digital services

Management Team
  • Diversify service offerings
  • Increase the satisfaction of
    patrons
  • Enhancing the corporate image —
    technological innovation
Self-management
  • Online Information
  • 24/7 consultation service
  • Access from electronic devices
    Connected to the internet
Efficiency
  • Free up part of your operational force
    to focus on the development of the
    trades
  • Reduce costs
  • Increase revenue from new services
  • Have a new channel for
    Marketing strategies

Technological characteristics of
E-Banking Manager

Customizable platform
(Look & Feel of the customer)
Tool usage metrics
Full integration with
Technological Solutions
Ability to integrate with your portal
of Electronic banking through interfaces
Flexibility for information integration
from other applications
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Mexico City
Fujiyama 676, Colonia Las Aguilas,
Álvaro Obregón Mayor's Office, CP 01710
Quito, Ecuador
Ignacio Bossano 777 and Av. 6 de Diciembre
Colinas del Batán Building, CP 170135
Quito, Ecuador