Cathay Bank
cathaybank.comUS banking with transaction downloads and online wire controls
US banking with transaction downloads and online wire controls
Map existing products between source and destination stores
Web accounting linked to purchasing, sales and stock
Legal intake statuses that create role-owned follow-up tasks
UK crypto accounts with GBP funding and automatic bank-funded trades
Mapped sales accounts with route planning and meeting follow-up tools
Self-hosted category budgets with rules and configurable spending charts
UK savings accounts managed in a mobile application
Offline personal accounts with configurable budgets and device sharing
Android account records with recurring plans and statement reconciliation
Hosted UK ecommerce with approved trade accounts and customer-specific pricing
Belgian mobile accounts with Wero contacts and automatic saving roundups
Australian everyday accounts with digital access and optional branch service
Manage crypto with software, hardware or optional keyless recovery
Multi-currency business accounts with cards, bills and spending approvals
Swiss digital accounts with card settings and supervised family spending
Prioritize personal tasks and shared projects with a pipeline that shows who is doing what next.
Account-linked sales opportunities with product quantities and selected-record statistics
Household spending and net-worth views across connected financial accounts
Read customer feedback alongside the accounts and business issues behind it.
Permission-based email campaigns with segmented autoresponder sequences
Use company context and CRM deal segments to rank prospect accounts
Blog comments that can share accounts with a wider discussion community
SaaS lifecycle email using users, companies and membership data