Happy Banker

Product Details

Designed by bankers for bankers, Happy Banker is an innovative, flexible, integrated management platform for banks. With its robust and modular structure and turn-key modules it helps banks manage and automate manual processes, increase efficiency, and improve bank performance.

It works seamlessly with your bank’s core and other systems. It utilizes APIs enabling direct access to data, and other automation techniques, streamlines internal processes, reduces errors, and improves customer satisfaction.

FEATURED MODULES
- DISPUTE MANAGEMENT
Allows for management and documentation of customer interactions and their disputed transactions.
- OVERDRAFT REVIEW
Streamlines the review process for overdrawn accounts, by presenting the essential information required to make the pay/return decision on one screen.
- CUSTOMER VERIFY
Provides additional security for bank staff by giving them a quick and convenient tool to authenticate customers when at a branch, or phone, or chat via SMS text messaging.
- HIGH RISK CUSTOMER MONITOR
A tool to proactively track and monitor high risk customers. It can monitor transactions, provide recent transaction information, and remind staff of upcoming review due dates.

Custom Modules
With our comprehensive integration and extensible architecture, we can easily add new modules to help your bank solve data, compliance, or automation needs. Our bank experienced team will help support your goal of building better solutions for your bank.