Bank My Wealth is a dynamic wealth referral management platform that connects the clients with banks and Financial Institutes Digital
Bank My Wealth
What is it about?
Bank My Wealth is a dynamic wealth referral management platform that connects the clients with banks and Financial Institutes Digital. The Clients can also manage and maintain wealth records including reminders.
App Screenshots
App Store Description
Bank My Wealth is a dynamic wealth referral management platform that connects the clients with banks and Financial Institutes Digital. The Clients can also manage and maintain wealth records including reminders.
Main Features
- Find out best investment rate
- Find our best loan rate
- Request for a better investment or loan rate
- Request Negotiated rate for high value investments
- Find out detail’s relation to institutional stability through easy access to important date.
- Find out other offers and benefits offered to clients by banks and financial institutes.
- Accept the offered rates and proceed with the investment or loan
- Request for a credit card
- Find out credit card offers
- Hold important wealth data such as
: Deposit no, loan no, institute details, maturity dates
: Bank or financial institute details such as name, branch, address, swift core
: Moveable property details such as vehicle details insurance and revenue licence.
: Immoveable property details such as deed no and geo-mapping
- Notification on all points such as reminders on deposit maturity, insurance expiry, revenue licence expiry.
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