Average Ratings 0 Ratings
Average Ratings 0 Ratings
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tracking and comes equipped with escalation tools and role-based workflows that automatically identify missing or outdated documents, along with integrated document imaging capabilities for scanning, storing, indexing, versioning, and securely retrieving files electronically.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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
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
No
Live Training (Online)
No
In Person
Yes
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
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
Fuel Management
Billing & Invoicing
Yes
Fuel Card Reconciliation
Yes
Fuel Cards
Yes
Fuel Cost Management
Yes
IFTA Reporting
No
Industry Pricing
Yes
Personnel Management
No
Third Party Interface
Yes
Variables Monitoring
No
Oil and Gas
Compliance Management
No
Equipment Management
No
Inventory Management
No
Job Costing
No
Logistics Management
No
Maintenance Management
No
Material Management
No
Project Management
No
Resource Management
No
Scheduling
No
Work Order Management
No