Matrix was initially developed in close co-operation with Private Banking specialists then specifically designed for Private- and Corporate Banking processes. It is highly flexible and therefore easily adaptable to different core banking systems and can be scaled, where required, to support other business sectors’ needs.

The system was originally built using a best practice approach for corporate banking structures where an entity structure is required with multiple participants and many types of relationships. Knowing this, it’s easy to understand why the system supports the different private banking products whilst able to fully automate all of the business processes. The system is designed to grow with the business and having all modules equipped with both role- and claim based access, many parts of the system don’t need to be implemented at start, they can be activated long after production.

Matrix provides an easy way for customers to view their financial information at any given time. The online view is also available within the platform so that bankers and call center agents have the exact same view that their customers have.

Customers have full access to information regarding their portfolio accounts, cash accounts, loans, term deposits, securities, derivatives, FX-positions, bank statements, and other customized asset classes. 

The online design is fully detached from the business modules. This allows web designers to be in full control of the customer journey and come up with the most modern design and navigation at the time of implementation.