FinServ Help, Support & Guides

HomeGetting Started with FinServ

Account Transactions

How to approve or decline account transactions

How to view and print customer statement of account

How to perform deposit transaction on customer account

How to perform withdrawal transaction on customer account

Accounts

How to setup savings account for customer

How to setup new daily contributionn account for customer

How to setup mew investment account for customer

Customers

How to onboard new customers

How to manage customers and customer accounts

How edit/update enable/disable customer record

Search Customer

Manage Customer Account

General

How to create FinServ account

How to login to FinServ

Loans

How to setup new loan account for customer

How the loan calculator work (computing loan repayments and repayment periods)

Bulk Loan Deposit

Post Loan Deposit To Customer Account

Settings

How to setup and manage users accounts

How to setup loan products

How to setup savings products

Subscription

How to activate your subscription on FinServ

Users

How to login to FinServ

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