Connected customer and savings operations
Extend your savings platform
Complement the core savings platform with integrated capabilities for onboarding, customer administration, compliance and operational services.
Additional Services
Capabilities beyond core savings
Add the services you need around the core platform to support customer-facing and operational processes.
Platform extensions
Customer Management (CRM)
Manage customer relationships and servicing from one workspace, with a complete view across accounts and holdings.
- Unified customer view
- Case management and routing
- Customer life events
- Email and SMS communications
- Event-driven integration
Digital onboarding
Deliver a secure, streamlined onboarding journey with integrated verification and compliance checks.
- KYC integration
- Sanctions screening
- Source-of-funds verification
- Suitability assessment
Transaction monitoring
Detect suspicious transaction activity and support AML compliance through automated monitoring.
- Configurable rules and thresholds
- Real-time alerts
- Full audit trail
Dedicated services
Extend your operating model with services tailored to your organisation’s specific needs.
- Custom workflow handling
- Tailored reporting and audit support
- Dedicated success engagement
- Configurable scope per client
Manage customer relationships and servicing from one workspace, with a complete view across accounts and holdings.
- Unified customer view
- Case management and routing
- Customer life events
- Email and SMS communications
- Event-driven integration
Deliver a secure, streamlined onboarding journey with integrated verification and compliance checks.
- KYC integration
- Sanctions screening
- Source-of-funds verification
- Suitability assessment
Detect suspicious transaction activity and support AML compliance through automated monitoring.
- Configurable rules and thresholds
- Real-time alerts
- Full audit trail
Extend your operating model with services tailored to your organisation’s specific needs.
- Custom workflow handling
- Tailored reporting and audit support
- Dedicated success engagement
- Configurable scope per client
Platform Benefits
What this delivers
Faster digital onboarding
Integrated compliance processes
Flexible operational support
Complete visibility across customer interactions
See Ohpen in Action
Book a demo
Build the products your customers cannot get elsewhere.
A flexible, proven end-to-end platform and a team that has done it before. Book a personalised walkthrough and see Ohpen handle your product line live.