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admin Admin

Singular source of truth for singularly better experiences

Helix Admin is the single source of truth to manage your program. When your employees and partner bank all work from the same information—updated in real-time—collaboration and customer service flourish.

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by Q2

Better collaboration

and support

We’ve reimagined the once-a-day, flat-file data uploads of traditional BaaS providers, which stall collaboration, heighten risk, and leave user issues unresolved.

Helix Admin operates in real-time, so handoffs are seamless, and decisions are made with context-rich data. For users, that means support teams are empowered to get to the heart of problems and quickly find resolution.

Better for employees and partners

  • collaboration icon

    Elevate collaboration

    Improve synergy across internal and bank teams with access to shared information through one, real-time console.

  • 63457b56720aa6436535d64f_quick-answers-icon

    Get answers quickly

    Escalate regulatory issues directly to your partner bank for resolution.

  • operational efficiencies icon

    Optimize efficiency

    Access customized data controls, exception monitoring, and automated reconciliations—all in one place—for streamlined operations.

diagram of software use

Better for users

 
  • improve interaction icon

    Improve every interaction

    Deliver customer support that delights with seamless handoff between you and your partner bank.

  • real time icon

    Solve problems in real-time

    With rich, real-time context and powerful controls, empower customer service agents to resolve problems—even raise card limits—instantly.

  • protect users icon

    Protect users

    Use robust fraud analysis to keep your users secure without hurdles.

FEATURE HIGHLIGHT

User permission
management

Simple user permissions management ensures collaboration is always frictionless and secure.

Granular permissions let you easily set up controlled access for functions you outsource to your partner bank and other partners. Customize based on the nature of your partnerships.

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Additional Features

The power behind the Helix Admin Console

multi-tenant Multi-Tenant Application

Manage one program across multiple banks or manage multiple programs with one bank. It only takes our one multi-tenant application to meet all your needs.

multi-tenant

Multi-Tenant Application

Manage one program across multiple banks or manage multiple programs with one bank. It only takes our one multi-tenant application to meet all your needs.

program-management-tools Program Management Tools

Configure daily or monthly deposit and withdrawal limits (by user or account), activate features, and customize accounts from the Admin console.

program-management-tools

Program Management Tools

Configure daily or monthly deposit and withdrawal limits (by user or account), activate features, and customize accounts from the Admin console.

custom-data-security Custom Data Security
Enable and restrict data controls for internal and partner bank employees, by user, allowing for secure third-party management.
custom-data-security

Custom Data Security

Enable and restrict data controls for internal and partner bank employees, by user, allowing for secure third-party management.
review-queues Review Queues
Screen for potential risk factors related to KYC onboarding, name and address changes, external account additions, and other processes not resolved during automated review.
review-queues

Review Queues

Screen for potential risk factors related to KYC onboarding, name and address changes, external account additions, and other processes not resolved during automated review.
real-time-data Real-Time Data
With real-time data and a real-time core, your support team always has the information it needs for First Contact Resolution.
real-time-data

Real-Time Data

With real-time data and a real-time core, your support team always has the information it needs for First Contact Resolution.
centralized-support Centralized Customer Support
Access all user data and tools to control fraud, add features, and provide real-time support from one place.
centralized-support

Centralized Customer Support

Access all user data and tools to control fraud, add features, and provide real-time support from one place.
reconciliation-payment Reconciliation and Payment Monitoring
Apply all user data and tools to control fraud, add features, and provide real-time support.
reconciliation-payment

Reconciliation and Payment Monitoring

Apply all user data and tools to control fraud, add features, and provide real-time support.
robust-risk Robust Risk and Analytics Tools
Leverage integrations with VISA DPS back-office applications for fraud and risk analysis, plus view all risk scoring details and more, at the card level.
robust-risk

Robust Risk and Analytics Tools

Leverage integrations with VISA DPS back-office applications for fraud and risk analysis, plus view all risk scoring details and more, at the card level.

Helix makes managing
embedded banking simple

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