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  5. Deposit management
Rating: 4.9. Number of organizations: 906
rating
Countries: All
Operating system: Windows, Android, macOS
Group of programs: Business automation

Deposit management

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What do you want to do now?

If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.



Deposit management - Program screenshot

Deposit management requires special attention. Financial institutions accept a deposit based on ensuring depositor income, and thus, during management, it is necessary, on the one hand, to comply with all obligations to depositors, and on the other, to create an optimal reasonable and profitable investment of funds conditions in promising investment projects. Only in this case, the deposit will be profitable. The management requires a large amount of information about the market, investment prospects, and profitability. That is why continuous management accounting of the deposit is kept. When accepting a deposit, it is important to provide managerial forms of control over its safety. For some types of investments, further operations with values are possible only with the consent of the owner, and thus, when managing it, it is important to take into account the need to establish constant contact with customers. Often it also provides an insurance premium, which management measures should not forget under any circumstances. For management to be effective, it is necessary to pay close attention to accounting. In management accounting, each client deposit is recorded separately and as a whole, the state of accounts, the timing of accruals, payments, and the expiration date of contractual terms are tracked.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-05-18

The attractiveness of population deposit depends on how successful the management will be. Sufficient openness and detailed reporting are important for clients no less than management personnel. The published accounting data helps to attract new investors since only those companies in which management is open and reasonable are seen as reliable. There is a large number of laws and regulations governing the management of a deposit, which cannot be derogated from. In the management process, they take into account the style and methods of working with clients, paperwork, and keep records of each operation. Today it is impossible to do all this using the old methods, using ledgers. Requires a dedicated deposit management application. Such an application help establish control over the management of every process, from advising clients on deposit to concluding agreements, from distributing funds in the stock market to calculating depositors interest.

There are many applications today, and the problem lies mainly in the difficulties with the choice. Incorrectly selected applications not only do not help in complex financial activities but also complicate management, create artificial barriers and obstacles, slow down routine processes when working with deposits. Monofunctional applications do not promise general automation. For example, managing interest on deposit programs only calculates the interest due to depositors, not allowing employees of the organization to analyze the effectiveness of investment management. The accounting software provides only financial accounting, without giving anything to the management. The optimal application should help comprehensively - to manage clients, manage assets and contracts, automate workflow and accrue remuneration and interest, and provide management accounting with the necessary information flows. The application should give the management the maximum amount of information about everything that happens in the company and not only in terms of the accepted or paid deposit. The department should be able to easily monitor all processes, receive reports on a deposit, staff work, and customer activity. Management forms of accounting imply the correct use of available resources - financial, economic, human. The application must have the functionality that is optimal for these needs.



Order a deposit management

To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.



How to buy the program?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!




Deposit management

The program, which is most suitable for managing deposit and financial activities, was developed by the specialists of the USU Software system. Its functionality is optimal for management needs and is powerful enough for complex automation and optimization. The application facilitate all forms of work with clients, helping the management to find individual approaches to each of the depositors. The department receives programmatic control over the preparation of documentation, the timing, and accrual of interest on deposits, overpayments. USU Software provides management accounting tools for the work of the company"s employees, analyzing the effectiveness of investment activities and the market. The program is supplemented with mobile applications, and thus part of the management can be transferred from a stationary workplace to the screen of a mobile device, which is very convenient for both clients and the head of a financial company. The program allows tracking each contribution in each of the branches of the organization, carrying out management accounting in companies of any size. The application is simple, uncomplicated, easy to use, but very powerful and efficient. USU Software is perfect for users with any level of computer training, but if required, developers can conduct distance learning. The capabilities of the USU Software financial processes management program can be assessed on the example of a demo version, it is provided free of charge for two weeks. The full version is low in cost, there is no subscription fee, which is an important difference between the program and similar working with deposit systems. To get acquainted with the intricacies of management accounting in the system, you can request a remote presentation, its developers are happy to conduct and answer all your questions. The program generates detailed databases of depositors, which are easy and simple to manage. For each client, the register collects as much information about cooperation as possible. The software unites different branches and departments, offices, and cash desks of the company in a common information space, allowing in one system to take into account not only all contributions but all user actions, which is important for management control. The program complies with each contract condition, makes an automated accounting of interest and accruals, calculation of payments, insurance premiums. The application eliminates the need to control these processes manually.

The analytical capabilities of the software open the management of market analysis and investment prospects, allow you to correctly and thoughtfully manage a deposit, avoid unnecessary risk and dangerous transactions with unreliable partners. In the information system, the company"s employees use files of all formats, which facilitate the maintenance of a customer card index, the transfer of managerial orders, because any record can be supplemented at any time with photographs and video files, records of telephone conversations, copies of documentation and any other attachments. The system automatically processes important for control, accounting, the conclusion of transactions, reporting documents. The company uses both unified document templates and creates their own, for example, by adding a company logo, corporate design, the application allows this. USU Software is distinguished by high performance, fast search, smart filtering of data according to various criteria, which allows making selections, determining the best customers, the most successful investments, investments, the effectiveness of the organization"s own advertising, which is important for both management and marketing. The state of deposits, profits, staff efficiency, customer activity - in any of the areas, the system automatically generates reports based on truthful information. Management decisions can be more accurate and faster because the software display any deviations from plans in graphs, tables, diagrams. For professional accounting, setting tasks with a reminder, forecasting, and planning, the application has a built-in scheduler. With its help, you can not only manage the company, its budgets, and tasks but work time with greater efficiency. Managing work with clients becomes easier if you use the ability to automatically notify depositors about the interest accrued on the deposit, payments, changes in the status of the agreement via SMS, e-mail, or messages to instant messengers. For the company’s employees and regular customers, special mobile applications have been created that help to communicate with benefit, see the account status, make management decisions from anywhere in the world, relying on reliable information on the screen of a mobile device. The accounting software keeps important information from falling into the wrong hands. Personal data of depositors and employees, current accounts, contacts, transactions protected from unauthorized access. Employees are able to enter the program using personal logins, they work with allowed to them data according to the level of competence. The information system enables management to monitor employees, fulfillment of plans, and personal indicators in real-time. The software pay salaries to the staff.

In the USU Software program, you can work with a foreign deposit and investments, since the international version of the software allows drawing up all the necessary documents and making calculations in any language and any currency. Management accounting becomes more literate, and the decisions made by the director certainly serve the development of the company if, along with the application, you purchase the ‘Bible of the modern leader’, which contains a lot of useful information for managers.