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tracking and comes equipped with escalation tools and role-based workflows that automatically identify missing or outdated documents, along with integrated document imaging capabilities for scanning, storing, indexing, versioning, and securely retrieving files electronically.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

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 

Screenshots View All

Screenshots View All

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 

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