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
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
