Youtap ​​Administration Management System
Breadcrumbs

Managing financial products

Financial products include various financial instruments such as savings accounts, loans (personal and business), term deposits and other financial instruments. A financial instrument is a contract between two parties—the account holder and financial institution. It represents a financial asset for the account holder and a financial liability for the institution.

Your system administrator determines which users can create products.

The following articles guide you through the process of creating and integrating a financial product so that it displays in the mobile app:

Step

Where

1.  Design a product page

WIXSTUDIO

2.  Create an application form

HubSpot

3.  Integrate the product so that it displays in the mobile app

Youtap ​​Administration Management System (AMS)

4.  Add product rules