BridgeERP
Start free trial
ProductsEduPrimeMFI SuiteHMS SuiteHotel SuiteInsurance SuitesCourier Suite
PlatformAccountingInvoicingCRMSalesPoint of SaleInventoryEmployeesWebsite BuilderAll apps →
BridgeERPHomeIndustriesPricingDocumentationContact usSign inStart free trial

Bridge MFI Suite · banking

Members

Included in every plan

Member and client hub with KYC, AML screening, credit scoring and group structures.

Add it to your planStart free trial
Works withMFI Core
Members screen
01

Operations

Tracked with member number, legacy member no and member type — shown as a list, kanban board, form, graph, pivot or calendar. 250 in the live demo.

  • NewTracked with reference, member and member no — shown as a form. 87 in the live demo.
  • ModulesTracked with code, duration (minutes) and required for loans — shown as a list or form.
  • Pending ApprovalTracked with member number, legacy member no and member type — shown as a list, kanban board or form. 250 in the live demo.
Members — Operations
02

Configuration

A guided assistant — fill it in once and it writes every record it touches.

Import MembersA guided assistant — fill it in once and it writes every record it touches.
Member CategoriesTracked with code, description and member type — shown as a list, kanban board or form.
Send Bulk SMSA guided assistant — fill it in once and it writes every record it touches.
Document TypesTracked with code, description and mandatory for kyc — shown as a list or form.
SMS CampaignsTracked with target, branches and groups — shown as a list or form.
PPI QuestionsTracked with code, country and description/help — shown as a list or form.
03

Reports

A guided assistant — fill it in once and it writes every record it touches.

By BranchTracked with member number, legacy member no and member type — shown as a pivot or graph. 250 in the live demo.
PPI Trend AnalyticsA guided assistant — fill it in once and it writes every record it touches.
By CategoryTracked with member number, legacy member no and member type — shown as a pivot or graph. 250 in the live demo.
Credit Score DistributionA guided assistant — fill it in once and it writes every record it touches.
Growth TrendTracked with member number, legacy member no and member type — shown as a graph or pivot. 250 in the live demo.
Group PerformanceA guided assistant — fill it in once and it writes every record it touches.
04

Groups

Tracked with group code, group type and status — shown as a list, kanban board, form, graph, pivot or calendar. 21 in the live demo.

Active GroupsTracked with group code, group type and status — shown as a list, kanban board or form. 21 in the live demo.
MeetingsTracked with group, meeting date and venue — shown as a list or form. 67 in the live demo.
AttendanceTracked with meeting, group and meeting date — shown as a list or form. 763 in the live demo.
ContributionsTracked with meeting, group and meeting date — shown as a list or form. 655 in the live demo.
05

KYC & Documents

Tracked with member, document type and document category — shown as a list, kanban board, form, graph, pivot or calendar. 1,000 in the live demo.

Pending VerificationTracked with member, document type and document category — shown as a list, kanban board or form. 1,000 in the live demo.
Expiring SoonTracked with member, document type and document category — shown as a list, form or calendar. 1,000 in the live demo.
Fingerprint EnrolmentsTracked with member, finger and template hash — shown as a list, kanban board or form. 205 in the live demo.
Enrol FingerprintA guided assistant — fill it in once and it writes every record it touches.
06

Screening

Tracked with code, url and last updated — shown as a list or form.

Watchlist EntriesTracked with source, list type and full name — shown as a list or form. 317 in the live demo.
Screening MatchesTracked with member, watchlist entry and code — shown as a list or form. 5,561 in the live demo.
Duplicate CandidatesTracked with member a, member b and similarity score — shown as a kanban board, list or form.
07

Filings

Tracked with reporter, member and linked transactions — shown as a list or form. 22 in the live demo.

CTR ReportsTracked with transaction type, transaction reference and res model — shown as a list or form. 129 in the live demo.
goAML ExportA guided assistant — fill it in once and it writes every record it touches.
Submission LogTracked with reference, period start and period end — shown as a list or form.
08

Risk & Compliance

Tracked with member, member number and full name — shown as a list, kanban board, form, graph or pivot.

  • Active BlacklistTracked with member, member number and full name — shown as a list, kanban board or form.
  • Poverty Index (PPI)Tracked with member, assessment date and country — shown as a list or form. 78 in the live demo.
Members — Risk & Compliance
09

Monitoring

Tracked with rule type, parameters and severity — shown as a list or form.

AlertsTracked with rule, rule type and member — shown as a list or form. 157 in the live demo.
10

Documents it prints

Printed as a PDF straight from the record, on your own letterhead.

Member StatementPrinted as a PDF straight from the record, on your own letterhead.
Membership ApplicationPrinted as a PDF straight from the record, on your own letterhead.
KYC FormPrinted as a PDF straight from the record, on your own letterhead.
Member Card (Wallet)Printed as a PDF straight from the record, on your own letterhead.
KYC Compliance RegisterPrinted as a PDF straight from the record, on your own letterhead.
PPI Trend AnalyticsPrinted as a PDF straight from the record, on your own letterhead.
11

It runs by itself

Runs every 1 days, unattended — nobody has to remember it.

MFI: Expire support sessionsRuns every 5 minutess, unattended — nobody has to remember it.
MFI: Auto Dormancy DetectionRuns every 1 days, unattended — nobody has to remember it.
MFI: Document Expiry CheckRuns every 1 days, unattended — nobody has to remember it.
MFI: Birthday SMSRuns every 1 days, unattended — nobody has to remember it.
MFI AML: Daily watchlist screeningRuns every 1 days, unattended — nobody has to remember it.
MFI AML: Daily CTR threshold checkRuns every 1 days, unattended — nobody has to remember it.
12

Guided assistants

A guided step-by-step job that validates everything before it writes anything.

goAML XML Export WizardA guided step-by-step job that validates everything before it writes anything.
KDPA Data Subject Access Request (DSAR) ExportA guided step-by-step job that validates everything before it writes anything.
KDPA Right to Erasure — Anonymise MemberA guided step-by-step job that validates everything before it writes anything.
Member Service State Wizard (freeze / unfreeze / force-logout)A guided step-by-step job that validates everything before it writes anything.
Broadcast SMS / Email to selected membersA guided step-by-step job that validates everything before it writes anything.
Set partial service block on member (channels)A guided step-by-step job that validates everything before it writes anything.
13

What it sends

Goes out on the record's own events, and is logged back on the record.

MFI: Support session endedGoes out on the record's own events, and is logged back on the record.

Integrated apps

Members shares one database with the rest of BridgeERP — these are the apps it already talks to, with nothing to buy in between.

Builds on

Members needs these to run — they come with it in the same plan.

MFI CoreInstitution, branch, product and GL foundation for every MFI module.

Feeds

Records created here flow straight into these apps — no export, no import.

SavingsSavings and deposit products, interest posting, standing orders and statements.LoansFull loan lifecycle, group lending, restructuring, arrears and IFRS 9 ECL provisioning.SharesShare capital, transfers, dividends and member equity registers.Digital BankingInternet and mobile banking, USSD self-service and chat banking channels.BancassuranceInsurance product distribution, policies, premiums and commissions.

And the wider platform

Any BridgeERP app can join the same database.

AccountingFull double-entry accounting, bank reconciliation, assets, budgets and statutory reports.ExpensesEmployee expense claims with receipt capture and reimbursement.InvoicingCustomer invoices, vendor bills, payments and tax handling.SignSend documents for legally binding electronic signature.SubscriptionsRecurring contracts, automatic renewals and MRR reporting.EmployeesEmployee records, contracts, attendance, skills, appraisals and referrals.

More Bridge MFI Suite apps

MFI CoreInstitution, branch, product and GL foundation for every MFI module.SavingsSavings and deposit products, interest posting, standing orders and statements.LoansFull loan lifecycle, group lending, restructuring, arrears and IFRS 9 ECL provisioning.SharesShare capital, transfers, dividends and member equity registers.MFI AccountingBanking chart of accounts, automated postings, interbranch and daily closing.Treasury & ALMLiquidity, LCR/NSFR, gap analysis, FX exposure and value-at-risk.

Members, savings and loans — one ledger, one suite.

Everything from member onboarding to regulator returns, running on the same books — with a full audit trail behind every posting.

See pricing & build your planStart free trial