Check account balances and view recent activity. See transaction history and transfer money between accounts. Locate ATM and branch locations using GPS. Deposit checks by capturing images of the front and back. Pay bills directly through the .
The app allows users to track individual and team performance to quotas. Users can view charts for annual and quarterly performance and review incentive details, including credits, commissions, bonuses, and payments.
View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
Track inventory across multiple stores from a single platform. Receive notifications when items go out of stock. View available fill-in items and their sizes.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.