Investec Feature Library

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Use cases ​

Investec's Personal Features enable developers to create web applications that integrate seamlessly with Investec Online, providing direct interaction with application APIs and data within Investec's digital ecosystem.

Info: You can access Personal Features through the Web or the Investec App.

Enhancing the Banking Experience ​

Personalized Banking Interface ​

  • Re-design Your Banking Experience: Tailor your banking interface for a more personal touch.
  • One-Click Payments: Simplify transactions with a single click.
  • Transaction Insights: View a summary of your spending over time, enhanced with AI-driven insights.
  • Transaction Management: Tag and filter transactions for easier tracking and export options.

Financial Management Tools ​

  • Instant Top-Up: Recharge airtime or data instantly within the app.
  • Programmable Card Control: Use code templates to activate and manage your card features.
  • Smart Calculator: Apply filters to transactions by reference or tag to manage your finances effectively.
  • Split Payments: Easily divide payments and send requests to beneficiaries.

Innovative Payment Solutions ​

  • Invoice Payments: Take a picture of an invoice and make a payment directly.
  • Card Security: Block your card with one click for immediate security.
  • Goal Setting: Set custom savings goals and track your progress with a programmable card.

Advanced Analytics and Reporting ​

  • Wealth Portfolio Analysis: Get insights into your wealth portfolio, with current and historical rates, using AI.
  • Account Management: Check your current account balance and set thresholds for notifications.
  • Trend Analysis: Gain a future outlook of your net worth with AI-powered trend analysis.

Safety and Security ​

  • Emergency Panic Button: Instantly block all cards and hide accounts with a single button, notifying your banker.
  • Custom Banker Requests: Send a personalized request to your private banker via email.

Convenience and Accessibility ​

  • Beneficiary Management: Load beneficiaries from a document or CRM system.
  • Bank Statements: Obtain multiple bank statements and share them securely with a single click.

Tip: For full capabilities, refer to the SDK documentation. Live SDK documentation can be accessed in Dev-Mode from the address bar on the Investec Online Website.

The list above is just a starting point. With your help, we can expand and refine the features to create an even more comprehensive and user-friendly experience.