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bank.io OXP Team Portal

Manage it all from an intuitive interface

bank.io OXP Team Portal

Keep your employees connected, engaged and productive with our stunning yet simple bank.io OXP Team Portal. Its modern interface is completely intuitive, enabling your team to access bank.io OXP’s powerful features as well as internal news, alerts, updates, important links, assigned tasks and much more.

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Key Features

One place to manage everything
One place to manage everything
Keep your team aligned, informed and on-the-ball with one central hub to manage all bank.io OXP™ tasks, data and opportunities.
Easy, intuitive interface
Easy, intuitive interface
The bank.io OXP Team Portal features a stunningly modern user interface that’s easy-to-use and packed with useful functionality.
Any device, any time
Any device, any time
The bank.io OXP Team Portal is fully responsive and can be accessed by staff at any time on any modern web-enabled device, including desktops, laptops, tablets and smartphones.
Alerts & due dates
Alerts & due dates
See due dates for upcoming or overdue tasks and set up reminders for important deadlines, meetings, and appointments.
News & announcements
News & announcements
Share important updates and information with your team.
Member conversation history
Member conversation history
With CRM enabled, view and keep track of important customer conversations so you can pick up where you left off and show that you know and remember them.
Highlights opportunities & insights
Highlights opportunities & insights
Leverage insightful data gleaned from your core banking system and bank.io OXP AOS, LOS, CRM and ECM workflows and present opportunities to engage with customers.

Articles


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Business Onboarding
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