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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

In a competitive landscape, it is crucial to outpace rivals to maintain and grow your clientele. Your workforce, whether stationed in customer service centers or at banking counters, plays a vital role in nurturing long-lasting customer connections and forging new ones. By collaborating with solution partners who grasp the essentials of success in branch banking, we are developing tools designed to equip your customer-facing employees with the necessary information to deliver exceptional service without the burden of mastering complex software. Our solutions prioritize the swift provision of essential information within a reliable, secure, and user-friendly interface, allowing your team to concentrate on customer engagement rather than navigating software intricacies. EQL has introduced a comprehensive any branch banking (ABB) system tailored for cooperative banks and credit societies, which seamlessly operates in both centralized and distributed core banking frameworks, thereby enabling our clients to select the most cost-effective solution for their needs. This flexibility ensures that every institution can find a suitable option that aligns with their budgetary constraints and operational requirements.

Description

Office Exchange has been developed through extensive research and consultations with foreign exchange offices across Canada and beyond. Its user-friendly interface ensures reliability and offers the flexibility to tailor features to suit specific business needs. Engaging in currency transactions through Office Exchange is both swift and straightforward. The admin section allows you to establish exchange rates, which tellers will utilize for buying and selling activities. At the end of each day, a comprehensive report summarizes the initial and final balances for every teller. Each teller begins with a designated starting amount and concludes their transactions with the option to carry over the closing balance to the next teller. A variety of reports are available to assist in managing daily operations, and we can seamlessly integrate customized reports into the system at minimal or no additional cost. The platform is designed to gather all necessary transaction information efficiently. Furthermore, you can easily import client details from passports and ID cards via the CGI Design Integrated API using a scanner, enhancing the overall functionality of the system. This further streamlines the process, making it convenient for users to manage their exchanges effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

E-QL Business Solutions

Founded

2001

Country

India

Website

www.eqlsoft.com/bank-finance-softwares.html

Vendor Details

Company Name

CGI Design

Country

Canada

Website

www.cgidesign.ca

Product Features

Banking

ATM Management Yes 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch Yes 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring Yes 

Product Features

Currency Exchange

Analytical Reporting No 
Client Management No 
Custom Account Statements No 
Data Backup Scheduling No 
For Money Exchanges No 
Margin Management No 
Market Data Access No 
Position Management No 
Real Time Currency Quotes No 
Real Time Tracking No 
Transaction Management No 

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