SaFi Bank Space : Back office - Customer dashboard

Initial copy

Updated copy

-customer information-

General information

General information

Birth date

01/01/1970

Date of birth

01/01/1970

ID Number

0000000000

ID Number

0000000000

Status

Active

Status

Active

Subscription

All Star

Subscription

All Star

Tone of voice

Formal

Tone of voice

Formal

Contact

Contact

Phone number

01/01/1970

Phone number

+63 212345678

Email

juanc@email.com

E-mail

juanc@email.com

Address

Payapa St, 28

Address

Payapa St, 28

City and country

Manila, Phillippines

City and country

Manila, Phillippines

-accounts-

Main account

Main account

Active

₱ +10,600.00

Active

₱ +10,600.00

Pockets

Pockets

Status

Open

Status

Open

3/8

3/8

Total pockets

31,200.00

Total pockets

31,200.00

Total goal ₱101,600

Total goal ₱101,600

-cards-

Debit card

₱101,600

Debit card /

₱101,600

Virtual card

₱101,600

Virtual card

₱101,600

-personal loan-

Personal loan

Personal loan

Status

Active

10/14

Status

Active

10/14

Payment

31,200.00

of ₱101,600

Payment

31,200.00

of ₱101,600.00

Overdraft

Status

Inactive

Overdraft

Status

Inactive

BNPL

Status

Open

8/8

Total BNPL

31,200.00

Total goal ₱101,600

BNPL

Status

Open

8/8

Total BNPL

31,200.00

Total goal ₱101,600.00

-upsales opportunities-

Pockets

3/8

Pockets

3/8

Overdraft

None

Overdraft

None

-tickets-

Tickets

Tickets

Status

Open

3

3 h ago

14 h ago

82 h ago

Status

Open

3

-customer experience-

Customer Experience

Customer Experience

CSAT Score

Positive

NPS Score

8.6

CSAT Score

Positive

NPS Score

8.6

-pockets extended-

Pockets

6/8

Pockets

6/8

Total pockets

31,200.00

Total pockets

31,200.00

Total goal ₱101,600

Total goal ₱101,600

Sneakers

₱ +100.00

Goal

₱ 1,600.00

Sneakers

₱ +100.00

Goal

₱ 1,600.00

My dream BMW

₱ +100.00

Goal

₱ 1,600.00

My dream car

₱ +100.00

Goal

₱ 1,600.00

Seychelles

₱ +100.00

Goal

₱ 1,600.00

Boracay vacation

₱ +100.00

Goal

₱ 1,600.00

Pocket with no goal

₱ +100.00

Goal

-

Just savings

₱ +100.00

Goal

-