Product ยท Customer Portal
A real portal for the bank, scoped to the bank.
Bank-side users get their own space, separate from the firm dashboard, scoped to one institution, and enforced at the edge so firm-side routes are never reachable.
Scoped access
The bank sees its institution, and only its institution.
- Invitations sent by token with a 14-day expiry
- A dedicated portal experience, separate from the firm dashboard
- Access scoped to a single institution's engagements
- Edge-runtime middleware hard-blocks any firm-side route
Bank-side portal
Real screenshot to be supplied
Where the portal is today
We would rather be straight with you than oversell. Today the portal gives bank users a read-only view of their engagements. The broader function set, meaning what banks can do and not just see, is being defined alongside our first customers, so it grows from real needs rather than guesses.
If a specific portal capability matters to your institution, tell us in a demo. That feedback is shaping the roadmap right now.
See Klerum on your own portfolio.
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