ACCOUNTS OVERVIEW
Current and Savings Accounts (CASA
Current Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money.) overview provides a summary of the accounts. The screen displays the consolidated balance available in all accounts mapped to the logged in user along with the number of accounts available to the user. Application provides the facility to access all the important features and information related to an account.
How to reach here:
Dashboard > Toggle Menu > Accounts > Current and Savings > Overview
Click on individual components to view in detail.
Dashboard Overview
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View the number of Current & Savings accounts mapped to the user and the total consolidated net balance in all accounts. |
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This section on the current and savings accounts overview screen displays the summary of the accounts, which consists of party name, account number, account type, net balance available in each of the account. The user can download this information, for future reference. |
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Quick Links It provides the facility for users to access all the important features like: |
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The foreign exchange calculator provides a comparison between two currencies. It provides the equivalent value of one currency with another currency. With the help of forex calculator user can determine the buying and selling price between two currencies. |
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Any offers and rewards as hosted by the bank will be shown in this section of the dashboard. |
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This section of the dashboard displays promotional messages of any bank offerings applicable to the customer. |
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