Investec clients require an automated solution to manage transactions across multiple accounts based on situational triggers and rules. They need a way to connect to the Investec API and create banking entities on the platform, enabling them to perform rule-based actions and triggers on these accounts. The challenge was to design a platform that seamlessly integrated with Banksy's API and provide clients with efficient tools to manage, transfer, and track transactions
The Treasury tool was developed to address the transaction management needs of Investec clients. The platform offers a sleek and intuitive interface that allowed clients to create banking entities and assign triggers, actions, and rules to automate transaction processes. By connecting to the Investec API, clients can establish banking entities within the Treasury platform. They define specific rules and triggers based on their unique requirements. These rules and triggers enable the automation of various transaction-related actions, such as transfers, payments, and alerts. The Treasury platform provides transaction management by offering a sleek and efficient solution for Investec clients. With its seamless integration with Investec’s API, clients are able to create banking entities, assign rules and triggers, and automate transaction processes effortlessly. The platform's transparency and tracking capabilities empowers clients to effectively manage their funds while enjoying a user-friendly and visually appealing interface.
