A customer portal app for finance is an app that provides account holders with access to their financial accounts. Customer portal apps are commonly used by banks and other financial institutions, but they may also be used by companies that provide loans or credit services to customers. A customer portal app can display account balances, transaction history, and alert users of changes in their spending habits (i.e., if a user has recently made multiple purchases at one retailer).
Customer portal apps often share features with other mobile sales apps, such as mobile sales analytics apps and customer relationship management apps. Some popular examples of customer portal applications include Salesforce’s Salesforce1, IBM’s MobileFirst for iOS, and Oracle’s Mobile Cloud Service.
A mobile and web app like thepostage.com .The app will be a one stop shop for end of life matters, including document storage, password management, estate planning, and insurance sales/referrals. The idea is that as one is "getting their affairs in order" they will be able to use this site as a portal to host everything they need.
A customer portal app for the finance sector can grow rapidly by providing value to small businesses that are looking to manage their finances. A customer portal app needs to provide a high level of customization, with reports that can be adjusted to fit the business owner's specific needs. The app also needs to integrate with leading accounting software platforms, such as QuickBooks. Finally, the app should allow companies to track their financial performance relative to industry benchmarks.
A finance company portal app is a web app that allows customers to access their accounts online and conduct transactions. A customer portal app can face legal risks associated with handling sensitive information, the compromise of personal financial data, and a compromise of corporate intellectual property. It’s recommended that a finance company create a separate corporate entity for providing online services to customers. In this setup, the corporate entity would be liable for its own actions, instead of directly involving the parent corporation.