Bank My Wealth

Features Bank My Wealth

Bank My Wealth is a dynamic wealth referral management platform that connects clients with banks and Financial Institutes Digital.
The Clients can also manage and maintain wealth records including reminders.
Main Features - Find out the best investment rate - Find our best loan rate - Request for a better investment or loan rate- Request Negotiated rate for high-value investments - Find out detail’s relation to institutional stability through easy access to an important date.- Find out other offers and benefits offered to clients by banks and financial institutes.
- Accept the offered rates and proceed with the investment or loan- Request for a credit card - Find out credit card offers- Hold important wealth data such as : Deposit no, loan no, institute details, maturity dates: Bank or financial institute details such as name, branch, address, swift core : Moveable property details such as vehicle details insurance and revenue license.
: Immoveable property details such as deed no and geo-mapping - Notification on all points such as reminders on deposit maturity, insurance expiry, revenue license expiry There are a few of the features available