Use cases ​

Personal Features enable you to develop web applications and integrate them seamlessly into Investec Online. This integration facilitates direct interaction between your application and the APIs and data accessible within Investec's digital ecosystem.

What can you do with Personal Features ​

• Re-design your banking experience
• One click payments
• Summery of your spent transactions for a time period and combining it with AI for insights
• Tag and filter transactions and export them
• Instant airtime/data top-up
• Programmable card code templates to activate on your card
• Calculator that filters transactions with the same reference/tag to see how much has already been paid and how much is still outstanding
• Split payment amounts and send a request to beneficiaries on how much they owe you
• Take a picture of an invoice and make a payment
• One click card block
• Set custom goals and enforce them through your programmable card, tracking your progress
• Load beneficiaries from document or CRM system
• Get your wealth portfolio, holdings, current and historic rates and analyse the data with AI
• Check your current account balance, set a minimum limit and top it up if it is below the threshold in one click.
• Send a custom request (email) to your private banker
• Trend analysis on your net worth and the future outlook there of using AI
• Panic button that blocks your cards and hides all your accounts (and notifies your banker)
• Get multiple bank statements and send it to someone specific or store it in your Drive where someone can access it in one click.

This list is incomplete, we need your help to make it longer 😃