Bank operations & reporting

A bank is more than a customer app.

Bastion includes the internal tools required by the people who actually operate the institution.

Operations core connected to support, compliance, accounting and reporting modules
  • Operations
  • Finance
  • Management
01

Interfaces built around real bank roles

The interface is dynamically composed according to a user's combination of roles, allowing institutions to configure responsibility without creating a separate application for every team.

  • Operator
  • Banker
  • Clerk
  • Compliance Officer
  • Support
  • Card Administrator
  • Accountant
  • Analyst
  • Controller
  • CFO
  • Management
02

Operational control and customer support

  • Payment approvals
  • Deposit management
  • Client servicing and support
  • Secure customer messages
  • Customer questions and tasks
  • Compliance review
  • Card administration
03

Configuration and audit history

  • Fee management
  • Account adjustments
  • Reversals and fee returns
  • Branch and product configuration
  • Audit history
04

Accounting and management reporting

  • Raw ledger
  • P&L
  • Balance sheet
  • Reconciliation
  • Management reporting

Related capabilities

Keep the financial model connected

Core Banking & Ledger

Accounts, balances, immutable transaction history, double-entry accounting and reconciliation.

Explore

Onboarding & Compliance

Individual and corporate onboarding with automated verification, human review and external compliance integrations.

Explore

Payments & FX

Domestic and international payments, approval workflows, multi-currency accounts and configurable FX pricing.

Explore

See the module in context

See how this capability works inside the complete Bastion platform.

We can demonstrate the running product and discuss how the module could fit your existing infrastructure.

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