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support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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tracking and comes equipped with escalation tools and role-based workflows that automatically identify missing or outdated documents, along with integrated document imaging capabilities for scanning, storing, indexing, versioning, and securely retrieving files electronically.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

Enhance your team’s productivity and efficiency by gaining improved visibility and control over essential business data. Ideolve offers user-friendly collaboration tools that enable effective teamwork, allowing you to visualize your projects, streamline workflows, and manage processes, all while staying updated with real-time notifications and mentions. Through Ideolve, job application responses collected via Google Forms are seamlessly shared with evaluators, facilitating feedback recording, task assignments, and collaboration throughout the hiring process. Customer support agents utilizing ticketing systems can take advantage of Ideolve to escalate intricate and exceptional issues to senior team members, ensuring swift and effective resolutions. Additionally, any compliance violations identified during audits can be securely and privately communicated through Ideolve’s exception management tools, fostering collaboration with pertinent audit teams to address reviews and necessary corrective actions. This comprehensive approach not only enhances communication but also ensures that all team members are aligned and informed every step of the way.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Freshdesk No 
Google Forms No 
Vaultastic No 
Zapier No 
Zoho CRM No 

Integrations

Freshdesk Yes 
Google Forms Yes 
Vaultastic Yes 
Zapier Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ASI

Country

United States

Website

abs.asiweb.com/solutions/bankmanager-elite

Vendor Details

Company Name

Ideolve

Country

United States

Website

ideolve.mithi.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Product Features

Collaboration

Brainstorming No 
Calendar Management No 
Chat / Messaging No 
Contact Management No 
Content Management No 
Document Management No 
Project Management No 
Real Time Editing No 
Task Management No 
Version Control No 
Video Conferencing No 

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