Liberate Your Sales Channels

With R•Term, only one system and set of processes is needed to process term transactions in any account type, across any sales channel.

Your sales staff can spend more important time with your customers, instead of struggling with redundant data entry and disparate processes.

Improve Customer Service

Many companies cannot offer the same GIC products in accounts such as RRSPs and RRIFs. Customers are forced to redeem existing products and re-buy alternatives, waiting weeks for the transaction to be completed.

R•Term eliminates constraints. Any term product can be held in any account. What’s more, R•Term allows you to transfer assets across plans in a single keystroke. Keep your customers happy, not waiting.

Be Ready For Your Future

Your business is dynamic and your software platform should respond as fast as you do.

R•Term provides a secure framework for you to proactively modify product, account and processing configuration attributes.

This means you can change your business without the time delays and high cost of changing your software code. You’ll never be late for a market opportunity again.

Term Deposit
Manufacturing

• Complete term deposit system supporting all accounts; RRSP, LIRA, RRIF, LIF, LIRA, PRIF, Non-Reg & RESP
• Administers full range of term certificates, including Equity Linked, Escalator & Stepped Rate products
• Real-time account and order processing all channels, including branches
• High performing processes for interest accruals, payment processing, year-end and statements