What's new with the Akoni Cash Dashboard?

Posted by Panos
Posted on October 03, 2019 Leave a comment

Things have changed quite a bit

We've been busy at Akoni. Since the release of our award winning Cash Management dashboard we have been delighted by user feedback and are very excited to introduce the improved dashboard and tools. This has encompassed a number of big and small changes based on client feedback (we love to hear what you like and what can be improved), new features unique to the market and our own internal R&D work, We hope the dashboard is clearer and even more useable than ever before. Please take a moment to read about some of the big changes below, and as always we love to hear from you. Get in touch if you need a hand with something, you feel something could be improved or just to tell us what you like in the new platform. 

The New Akoni Cash Dashboard

Dashboard_Overview-1

Dashboard Overview

We hope you agree the new Dashboard overview gives far more clarity at a glance. Right at the top you can switch between your various portfolios of cash. The main "tiles" area shows you key information and calls to action, so you have everything you need at your fingertips. Simply filter on various deposits you have and the data and graphs will update to show you what you need.

All the details if you need them

All the deep detail is still right here though. To delve into the portfolio timeline, deposit lists, liquidity and governance tools just use the "Details" and "Deposit" tabs for each portfolio. 

details_deposits

Getting Started as a new User

Dashboard_Get_Started

Getting Started

Getting started for new users has never been simpler. You can either crack on with creating deposit portfolios or just jump into our new digital on-boarding process (more on that below).

Savings Product Search

Product_Search

Product Search

We have made a few tweaks and improvements to our award winning portfolio builder. We didn't want to mess too much with a winning formula. Quickly and easily find deposit products that meet your liquidity and governance needs, with our recommendations made more visible. Browse the products and build a "shopping basket" of deposits to see how much interest you could be earning this year. Then simply click "create portfolio". That's all it takes to open new savings accounts with Akoni.

Digital On-boarding

Application_Form

We are tremendously excited to launch our brand spanking new Digital On-boarding. Once you have familiarised yourself with Akoni you can kick-off a digital on-boarding right from the overview page. Tell us a bit about you, confirm details we extract from companies house, what currency portfolios you would like to create and we will do the rest. 

Why not register today?

If you are new here please try Akoni out. Click below to register today for market leading rates and a platform that has won numerous innovation awards.

Sign Up

Recent Posts

Categories

see all