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8.1. Core Banking: Overview

The Core Banking module is designed for financial operations management within the Wi CRM system and functions as a digital account ledger.

It includes the following sections:

  • Accounts: Serve as containers for managing financial activities and transactions within the system.

  • Assets: Represent various forms of value, including cryptocurrencies, traditional fiat currencies, trade-ins, NFTs and more, and are assigned to specific accounts.

  • Banks: Stores information about the details of the banks in use.

  • Cards: Stores information about the details of the cards in use.

  • Transactions: Displays deposits, withdrawals, and other activities involving the client's financial resources. Global model for accounting of cash flow in your system/product.

  • Payment Methods: Contains information about payment systems, allowing users to pay for services and goods on your site.

  • Platforms: Customizes integration with banks and other platforms that store information about accounts and assets.

  • Configurations: Manages general settings for the Core Banking module.

  • Company Fees: Customizes the fees the company charges during transactions and manages fee groups.

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