BankStatements

Is a retrieval service for consolidating and providing bank and financial statements for advisers to provide bank statement information efficiently.

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End User Loan writers requiring consolidated and the quick provision of client financial statements.
Advice Process Steps Assessment
Review
Benefits To assist with a faster loan approval process.  The improved efficiency said to generate greater client satisfaction.
Cost per user per annum From $200 per annum to establish and costed at $3.85 per submission through to white labelled options for upwards of $600 per annum.
Time saving per client 1-3 hours
Cost saving per client Assessed at $500-$1000
Integration Yes
Website embedding Yes
White labelled Yes
System prerequisite Internet
Single sign on Unknown
Data storage No client data stored. Bank level encryption.
Privacy standards Not disclosed
Limits on use One user per app download
Disaster recovery and business continuity plans Not disclosed
AFSL approval Not disclosed

 



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