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Description
BankManager Elite serves as a centralized platform for banking operations and document management, specifically crafted to assist financial institutions in optimizing their documentation processes, managing exception tracking, and enhancing workflows, ensuring that teams remain organized, compliant, and ready for audits. The platform features real-time exception tracking and comes equipped with escalation tools and role-based workflows that automatically identify missing or outdated documents, along with integrated document imaging capabilities for scanning, storing, indexing, versioning, and securely retrieving files electronically. Additionally, it facilitates the management of loan and deposit lifecycles through structured workflows that provide comprehensive visibility into each account, along with customizable dashboards and dynamic reporting tools designed for internal assessments, audits, and board meetings. Acting as a cohesive workstation for both lenders and customer service representatives, BankManager Elite effectively consolidates loan and deposit information, including collateral and documentation exceptions, into a singular interface, thereby enabling teams to swiftly address and rectify any discrepancies. This seamless integration not only boosts operational efficiency but also enhances collaboration among team members, leading to improved service delivery for clients.
Description
Our approach focuses on streamlining the entire process. The EnergyElite Accounts Receivable Module offers a singular A/R record that consolidates receivables from various product lines, independent of the customer's geographical location or product assortment. This module has enhanced centralized customer service for the industries we support, ensuring a unified experience across all SMS modules. With a single A/R system, it is possible to manage all categories of customers effectively. Additionally, there is an advanced global credit module that caters to customers who may span multiple product categories. No matter the variations, only one customer record is required. The EnergyElite A/R module boasts high-speed input screens, adaptable aging features, finance charge computations, and deferred tax settings, giving you numerous options. You have the ability to customize your account types, trade classes, and credit policies to suit your specific needs. This flexibility ensures that businesses can operate more efficiently and effectively in a rapidly changing marketplace.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ASI
Country
United States
Website
abs.asiweb.com/solutions/bankmanager-elite
Vendor Details
Company Name
Structured Management Systems
Founded
1976
Country
United States
Website
www.smsgroup.com
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Product Features
Fuel Management
Billing & Invoicing
Fuel Card Reconciliation
Fuel Cards
Fuel Cost Management
IFTA Reporting
Industry Pricing
Personnel Management
Third Party Interface
Variables Monitoring
Oil and Gas
Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management