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e-banking, e-private banking
With its hmi.private.banking.frontend and its nimius e-banking solutions hmi informatik
covers the entire spectrum from large retail banking systems to the small, yet refined e-private banking solutions.
Reporting
Portfolio reporting to meet the highest requirements of customers,
consultants and external funds managers:
- Funds overview according to investment category, currency, sector, country, maturity
with direct access to the item and transaction details;
- Graphic processing according to investment category, currency, sector, country,
maturity with direct access to the item and transaction details;
- Portfolio analysis, determination of strategy conformity;
- Performance assessment;
- Direct access to financial information and news for a security (Interlink);
- Bank messages to all customers;
- Messages to individual customers and vice versa;
- Print function for all analysis;
- Individual organization of the desktop surface.
Multibanking / Data aggregation
Concentration of the deposit information from multiple banks:
- Importing portfolio information from third-party banks in internal reporting;
- Automatic access through online screen scraping;
- Processing on the basis of consistent internal data sources.
Financial information
From the stock exchanges and news services directly to the customer's screen:
- Current price information;
- Access to regional and international news and stock exchange commentary;
- Charts;
- Ticker;
- Personal security lists;
- Virtual portfolios.
Research information
Latest studies from the analysis department, selected according to customer criteria:
- Search and selection of research information;
- Text, audio and video formats.
Trading
Purchases and sales without detours:
- Triggering of purchase and sales order directly from the portfolio, information
and research environment;
- Direct access to the stock exchange or transmission to the bank's trading system.
Payment transactions
A matter of course in any banking environment:
- Bank and Post payment transactions;
- Domestic and foreign payments.
Alerting function
Alerting function per e-mail, SMS or message function within the client environment for
exceeding or undershooting of limits.
User administration
Administration of numberlists, securid or smartcard
Project portrait as a pdf file (2MB)
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