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uView®

 

Give customers a home in the World Wide Web

uView® is a personal relationship building platform for finance management service that provides a way for financial institutions to become their customers' personal portal to their lives online, repositioning your brand as both technology-savvy and customer-friendly.

 

Help your customers become aware of their financial position, offer them appropriate products and services, while maximizing your share of customers' wallet. Let customers see all assets and liabilities in one place and assist customers in better managing their financial lives. Gain insight from data mining and analysis of aggregate data across your entire customer base to develop and position the right products and services with the right marketing message. See the total picture with uView

 

uView® provides a highly secure password vault for your customers to keep all their online credentials in one place with easy access to all their financial and non-financial data with single-sign-on to the online world. This powerful online access management service will lead them to begin their day at your site everyday.

 

A Solution That Adds Value

 

uView® is available as either a standalone service or as an integrated offering within your online banking platform. Either way, uView increases online visibility with your customers as they visit your site more often.

 

uView can be integrated into your personal financial advisor client offerings with uAdvise® to provide guided financial services. The platform allows the customers to share their financial objectives and preferences. Financial advisors are provided with a tool to better manage financial clients' financial lives with the ability to share all financial information, create plans, allocate assets, track portfolio and manage documents.

 

uView can be integrated with uTransfer®, the account-to-account transfer and person-to-person payments service, to provide a convenient way for customers to link their accounts and send or receive payments. It can also be integrated with uOpen & uFund®, online account opening and funding service, to allow customers the ability to open new accounts and uSwitch®, online switch kit, to easily switch their other financial relationships, such as direct deposits, automatic payments or loans

 

Key Features of uView

Branded, easy to use and easy to manager service
Bring personal financial data from all online accounts
Link all customers' internal and external accounts
Keep all customer data in one place: assets and liabilities
Provide a secure virtual password vault
Bring non-financial information in same portal
Store and share data and documents in a safe venue
Offer the appropriate products and services
Integrate with many other uMonitor services
Deepen customer trust and loyalty
Make customers financially smarter

 

Your Own Monitors

uView provides customers with access to all their account information from their own personalized single sign-on dash board with the following standard monitors and customized components

 

Financial Monitors
  • Bank Monitor
  • Brokerage Monitor
  • Credit Card Monitor
  • Bills Monitor
  • Market Monitor
  • Net worth Monitor
  • Insurance Monitor
Non-Financial Monitors
  • Rewards Monitor
  • Email Monitor
  • Flight Monitor
  • Package Monitor
  • Weather Monitor
Information
  • Lifestyle Monitor
  • News Monitor
  • Search Engine
  • My Favorites
  • Financial Calculators
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The uView account management solution provides clients with access to all their information from their own personalized single sign-on site including the following:

 

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Try This Combination

uView works well with uTransfer®, the online account-to-account transfers and person-to-person payments service to offer convenient ongoing money movement capabilities to your customers.

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For more information or to set up a demo, click here

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