Deposit Solutions

Term Deposits & GICs

Streamline the entire lifecycle of term deposits and guaranteed investment certificates with FinStack+'s automated platform. From issuance and rate management to renewals and regulatory compliance, we help financial institutions grow deposit volumes while reducing operational costs.

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Comprehensive Deposit Management

Everything your institution needs to issue, manage, and grow term deposits and GICs — all from a single, integrated platform.

Automated Issuance

Issue term deposits and GICs instantly through an automated workflow that reduces manual data entry, eliminates paperwork, and accelerates time-to-issuance from days to minutes.

Rate Management

Dynamically set and adjust rates for different term lengths, tiers, and promotions. Use tiered rate structures to attract different customer segments while maintaining margin targets.

Renewal Workflows

Automate maturity and renewal processes with configurable workflows. Notify customers in advance, offer renewal terms, and process rollovers seamlessly without manual intervention.

Regulatory Compliance

Stay compliant with CDIC deposit insurance rules, interest reporting requirements, and anti-money laundering regulations. Automated reporting ensures you never miss a regulatory deadline.

Broker Distribution Network

Distribute GICs through a built-in broker network with automated commission calculations, settlement processing, and real-time inventory management for deposit brokers.

Customer Self-Service Portal

Empower customers to open new deposits, view maturity dates, and renew terms through a white-label digital portal that integrates seamlessly with your existing online banking platform.

Overview

What Are GICs and Term Deposits?

Guaranteed Investment Certificates (GICs) and term deposits are fixed-income investment products offered by banks, credit unions, and trust companies. They allow customers to deposit funds for a fixed term — typically ranging from 30 days to 5 years — in exchange for a guaranteed rate of return.

For financial institutions, these products represent a stable and predictable source of funding. However, managing them manually involves complex workflows for rate setting, issuance, maturity tracking, renewals, and regulatory reporting.

FinStack+ automates the entire deposit lifecycle with a modern, digital-first platform that reduces operational overhead, improves accuracy, and enables your institution to scale deposit volumes without proportional increases in staff or infrastructure costs.

Fixed-Income Investment Products

Guaranteed Returns · Flexible Terms

End-to-End Automation

Issuance · Renewals · Reporting

Automation

How FinStack+ Automates Deposit Management

FinStack+ replaces spreadsheets, manual data entry, and disjointed systems with a unified platform that manages the complete deposit lifecycle. Our configurable workflows adapt to your institution's specific product offerings, rate policies, and regulatory requirements.

When a customer opens a term deposit, the platform automatically calculates interest based on your rate schedule, generates the required documentation, records the transaction in the general ledger, and sends confirmation to the customer — all within seconds.

At maturity, FinStack+ triggers configurable renewal workflows that notify customers, apply new rates, and process rollovers automatically. Our rate management engine allows you to set tiered, promotional, and relationship-based rates that optimize both deposit growth and margin.

Why FinStack+

Benefits for Financial Institutions

Transform your deposit operations with a platform designed for modern financial institutions.

Increase Deposit Volumes

Digital issuance and competitive rate management help attract and retain more deposit customers, growing your funding base without expanding headcount.

Reduce Operational Costs

Automate manual processes across the deposit lifecycle — from issuance and renewals to reporting and reconciliation — cutting operational expenses by up to 60%.

Improve Customer Experience

Offer a modern, digital-first deposit experience with self-service options, instant issuance, and transparent rate information that customers expect today.

Ready to Transform Your Deposit Operations?

Discover how FinStack+ can help your institution automate term deposit and GIC management, reduce operational costs, and deliver a superior customer experience.

Speak to an Expert