Universal Banker Portal

Empower Your Teams, Elevate Customer Engagement

One Portal for Every Financial Relationship

Unify branch, contact center, and digital banking operations by giving employees full visibility and control using the same platform as customers.

Why Banks & Credit Unions Need a Universal Banker Portal

Financial institutions often struggle with fragmented systems, disconnected customer data, and inefficiencies between digital and in-person interactions.

The treXis Universal Banker Portal eliminates those barriers—giving front-line employees, contact centers, and branch staff a unified, 360-degree view of financial relationships across consumer, SMB, and commercial banking.

One Platform for Every Customer Segment – No separate logins for retail, business, and commercial clients

360° Customer Visibility – Employees can instantly access financial history, transactions, and product holdings

Cross-Channel Consistency – Whether in-branch, online, or via phone, customers receive the same service experience

AI-Ready Data Access – Secure, structured data ensures financial institutions are prepared for future AI utilization

How it Works

Role-based login presents a personalized dashboard to maximize efficiency

Universal Search bar searches entire data hub across all connected systems and will contextually autocomplete as you type

Visual relationship hierarchy that is intuitive for bankers to see the entire customer relationship

Admin controls to manage customer requests such as – adjusting limits, browse activity, user enrollment – across all accounts

The treXis Advantage: A Unified Banking Experience

Powering Connected, Efficient Customer Interactions

Most financial institutions rely on multiple, disconnected systems to serve retail, SMB, and commercial clients—leading to slow service, poor visibility, and operational inefficiencies.

One Interface for All Customer Segments – A single platform for retail, SMB, and commercial banking

CRM & Core Synchronization – Ensures employees access a unified customer profile without switching systems

Real-Time Data Accessibility – Secure, structured access to key customer and account information

Cross-Department Collaboration – Enables contact centers, tellers, and relationship managers to operate seamlessly

Customers shouldn’t have to repeat themselves. Employees shouldn’t have to switch between multiple systems.

treXis connects it all

Why Traditional Banking Workflows Are Broken

Financial institutions using disconnected branch systems face:

Customer Frustration: Repeating account details across different channels

Limited Relationship Visibility: No single source of truth for customer interactions

Inconsistent Service Across Channels: A fractured experience between digital, phone, and in-person interactions

Slow, Manual Processes: Disjointed systems require employees to re-enter data manually

treXis enables a connected, efficient approach

to customer service and relationship management

AI-Ready & Future-Proof: Banking Without Data Silos

treXis ensures financial institutions have structured, securely accessible data that supports AI-driven initiatives, personalization, and automation.

Secure Role-Based Access: Employees access only the data they need—ensuring compliance

Structured Data Readiness: Enables AI, automation, and advanced analytics initiatives

Real-Time Event Streaming: Ensures customer data is always up to date across all systems

Seamless Core & CRM Integration: Ensures financial institutions own and control their data

AI is only as effective as the data behind it

treXis ensures financial institutions are ready for the future!

Ready to Transform Customer Engagement with a Universal Banker Portal?

Let’s discuss how treXis can help.

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FAQs

Does this replace our core banking system?

No, the treXis Universal Banker Portal integrates with your existing core and CRM to provide a more connected, modern experience.

How does this portal help prepare financial institutions for AI?

treXis ensures financial institutions have structured, clean, and securely accessible data, which is essential for AI-driven automation, fraud detection, and predictive analytics.

Can different teams have different levels of access?

Yes! Role-based permissions ensure employees see only the information relevant to their function, maintaining compliance and security.

Create your future and digital journey with treXis

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