Narmi Grow Entry Points in Narmi Banking

Narmi Grow entry points make it easy for your customers or members to find and apply for other products directly within Narmi Banking. An entry point is like a “digital doorway” inside Narmi Banking. It is a highly visible location that funnels users directly to a specific action—in this case, exploring new offerings. When configured, users can access an Open an Account menu from two convenient locations in the web and mobile apps:

1. Under the Accounts menu on the web app:

   

   
   Under the More menu on the mobile app:

   

2. Via the plus icon (+) in the Balances section on the web app:

   

   Via the plus icon (+) in the My accounts page on the mobile app:
   

When the user selects a checking or savings option, they’re taken directly to your institution’s savings products in Narmi Grow, without having to enter personal details.

When the user selects a loan option, they’re taken to the Narmi Lend flow with their information pre-filled.

Configuring Narmi Grow Entry Points

To configure the entry points:

1. From Narmi Command, select Configurations > Institution settings > Entry Points configuration.

2. Toggle on Use rich editor.

   

3. Depending on where you’d like the entry point to display, select Add item under the Accounts Menu or Balances ‘Plus’ Dropdown.

4. Enter the following information:

   • platform – Select deposits for Narmi Grow products (checking and savings) or loans for Narmi Lend products (credit card loans and personal loans).

   • target – The product type in Narmi Grow or Narmi Lend. Valid options are savings , checking , personal_loans, or credit_cards.

   • name – Custom menu text that’s shown to users. This text should clearly indicate “Savings,” “Checking,” “Personal loan,” or “Credit card loan.”

   
   Select Add item to add another option, or Delete item to delete an existing option.
   

   

5. At the bottom of the page, add a Note and select Save Changes.