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Operations & Document Management

Increase efficiencies by better managing documents and relationships

Document Imaging

Create images of key HR, customer and account-level documents

 

Track documents

By review or expiration dates

 

Access account level documents

With one click from any account level screen

View DL and Signature cards

From any customer/account level screen

 

Copy, paste, print, view, export documents

Send to additional customers/accounts from one screen

“They listen to us and are always there to support us. That's the kind of people we want to partner with.”

Dixie Lang · Vice President
Kanza Bank
Kansas

CRM

Gain strategic customer relationship management capabilities

 
  • Lead referral capability from the systems your front line staff uses
  • Profitability tracking
  • Contact and pipeline management
  • Case management
  • Marketing campaigns
  • Employee incentive, compensation and goal performance tracking
  • Dedicated management reporting
 
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Ticklers

Set reminders to deepen loyalty and promote accountability

 
 

Set reminders to deepen loyalty and promote accountability

 

Full letter generation

 

Assign ticklers to a person or group to work

 

Define tickler workflow

Move from user to user as each step is completed

 

View tickler alerts

From customer or account level screens

 

Automated specialized tickler processing for 7 defined events

Including customer birthdays and new accounts and allows for flexibility of a letter or a personal call from the bank

Vendor Management

Automated processes ideal for small/mid-sized banks

 

Built in reminders

Automatic notification when item needs attention

 

DCI managed option

DCI oversees vendor processes for you and sends you final recommendations

Track vendor documentation

Contracts, financials, audit, risk rating and more

 

Customizable parameters to fit your bank's needs

 

Safe Deposit Box

Manage inventory, consolidate reporting, deepen customer relationships

 
  • Deposit box opening workflow with e-signature of documents
  • Autopay when payments are due
  • Define discounts that are automatically applied
  • Generate automated customer notifications
  • Online inventory tracking system
  • Dedicated reporting

Have Questions?

Talk to a member of our team or request a demo

 
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Created by Community Banks for Community Banks

 
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