Deposit accounting systems

Deposit accounting systems

Deposit accounting systems are software solutions configured to service the main processes for other people's attracted funds. A deposit accounting system with a CRM specialization is responsible for customer relationships and provides functions for investment administration. As a rule, such platforms are used by: microfinance organizations, banks, funds, investment companies and other institutions involved in attracting funds from clients.

CRM for deposit accounting

CRM for accounting of deposits should have modern and useful functions capable of automating frequently repeated routine actions. We invite you to consider the functional capabilities of the software product from USU.

First of all, in the system, you will be able to register deposits and depositors. Maintaining a database of clients and investors can be as detailed as possible through the platform. In the software, you can store information about contracts, passport data, details, etc. As you work, you can create a full case for cooperation and easily search for data, if necessary. In the software, you can divide clients into categories, for example: active, archived, VIP, etc. If necessary, you can monitor the status.

CRM for accounting of deposits provides modern opportunities for investment management. In the program, you can record the amounts and conditions of investments, as well as automatic calculations of interest and profitability. You can apply various scenarios for calculations. In the CRM, you can conduct operational management of deposit terms and, if necessary, use automatic extension or automatic closure.

Download the deposit accounting system

You can download the deposit accounting system from the official website of the USU company. The software allows you to conduct modern management of financial transactions. This includes: control of receipts and payments. USU can even be programmed to generate tasks for payments to investors.

For each client, it is possible to generate reports on transactions. For example, it is possible to receive details on accrued bonuses, interest, dividends. The system will provide the credit institution with all the necessary document flow. Through the USU, it is possible to create and store contracts, agreements, payment documents.

It is possible to implement automation of the processing of applications for withdrawal of funds and integration with accounting systems. There are many versions of the software and any of them can be easily supplemented with other functions, it can easily interact with other programs and independently, for example, service accounting processes. You can download the deposit accounting system for free in the trial version.

Buy CRM system for deposit accounting

You can buy a CRM system for accounting of deposits at any time convenient for you. The CRM software can provide users with reports and analytics. For example, you can work with reports on profitability, assets, liabilities. At the same time, you will be able to analyze payment flows and forecast profits. If several cash desks and current accounts are serviced through the system, then you can easily conduct analytics for each individual category.

Your reports can be visualized using graphs and charts. This will provide easier perception and understanding of emerging trends. Also, the software from USU can facilitate the automation of interactions with clients. Through the platform, you can implement reminders about deposit deadlines and payments, conduct automatic sending of notifications and letters, ensure integration and security of working with data.

Integrations can be provided with a wide variety of programs, such as ERP and accounting programs. These systems will be securely protected and access control to information will be ensured. For example, access rights differentiation and logging can be implemented. The software will store a log of actions for each account.

You can buy a CRM system for accounting of deposits today, send a request to our company. We will contact you and tell you how to do it. If you still have doubts, then we invite you to a free presentation on the capabilities of the software. USU will help to conduct organized management of investment investments.