Quick Insight Blog
By "mission critical" we mean those internal processes that directly or indirectly impact the quality of products or services delivered to customers, or processes that can result in reputational or regulatory risk. The most important, and often the most difficult to control, cross back and forth between functional areas.
We have developed a series of workflow modules that deal with some of the most critical issues facing community banks. These can be implemented and personnel fully trained in 30 days.
AuditSure
Track and manage the completion of all audit items. Assign tasks, set milestones, receive email alerts at desired control points and have easy access to visual reports on outstanding items.
BusinessContinuityTracker
Monitor all of the elements of your business continuity plan: location of plans, electronic copies of plans, dates for plan review and revision, "table top" exercise dates and follow-up action items.
ClientLite
Clarify and control your interactions with your key clients with email reminders for follow-up actions, such as cross-selling contact schedule and resolution of any account issues. This can be a key tool in account/deposit retention.
ContractSure
Never again get caught short on contract renewals. Track renewal dates, electronic copies of contract provisions, and set dates with ticklers and email warning alerts.
DepositTracker
Core deposits are critical to the bank's profitability. Use this module to create and track the marketing plan for new account generation.
PipelineTracker
Are you trying to use Excel to track your pipeline from your loan officers - and its not working? This module provides an easy method for tracking a loan from the beginning of the underwriting process right through to loan servicing or sale. It holds all loan information and provides "one version of truth" that everyone can rely on. The module can include email reporting to all management team members and, if desired, to loan brokers. Providing information to loan brokers on the status of their transactions will significant reduce calls to your staff and sharply increase internal efficiency.
RDCTracker (Remote Deposit Capture)
Remote deposit capture is high on every bank's agenda. (See our recent RDC survey results.) This module not only tracks your RDC pipeline and implementation, it tracks the hardware and software for each capture point as well as the hardware warrantee dates.
Each of these modules can be implemented in your bank within 30 days. Please feel free to contact us for a no-obligation telephone conference about how any of these workflow modules would be implemented at your bank. (Tel. 877-874-4457)