ASSISTED FINANCE

AEPS Software

Create software interfaces for assisted banking workflows and service operations.

BUILT AROUND YOUR BUSINESS

Make your next idea work.

AEPS Software gives your team a software foundation for agent onboarding workflow, service request interface, transaction status, support and reporting. Start with the journeys your customers need, then shape the operational workspace around the people who support them.

We work with you to define roles, data flows and integration boundaries before agreeing the implementation scope. Agent hierarchy, provider integration, device interfaces and reports require confirmation against the authorised provider’s specifications.

Testing should cover ordinary requests, delayed responses, retries and exceptions. Deployment planning brings together your infrastructure, access controls and provider readiness; ongoing support is agreed around your requirements.

Who it’s for

Distributors and fintech teams working with approved AEPS service providers.

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Operations workspaceIllustrative interface

AEPS SoftwareA single view of your software workflowsWorkspace

Payment workflowsConfiguredProvider-defined connections

Review queueOrganisedRoles and approvals

Workflow activitySample view

✓Agent onboarding workflowConfigured

✓Service request interfaceConfigured

✓Transaction statusConfigured

Illustrative software interface. Actual workflows and provider integrations are agreed for your implementation.

POSSIBLE WORKFLOWS

Connect the customer journey
with the work behind it.

01Agent onboarding workflow

Shape the interface, permissions and operational handoffs around this workflow.

02Service request interface

Shape the interface, permissions and operational handoffs around this workflow.

03Transaction status

Shape the interface, permissions and operational handoffs around this workflow.

04Support and reporting

Shape the interface, permissions and operational handoffs around this workflow.

Customisation & integration

Agent hierarchy, provider integration, device interfaces and reports require confirmation against the authorised provider’s specifications.

BEFORE YOU CHOOSE

Your questions,
answered.

What capabilities are included?

The workflows shown here are configurable possibilities. We confirm the specific capabilities, integrations and scope for AEPS Software during discovery.

Can it be customised for our business?

We can discuss branding, interface changes, operational roles and provider adapters. The implementation scope depends on your requirements and actual provider specifications.

Does the software include provider access or regulatory approvals?

No approval or production API access is implied by software availability. Service activation and relevant permissions depend on your providers and business arrangements.

LET’S EXPLORE THE FIT