Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our extensive experience with banks and credit unions of varying sizes enables us to effectively understand your needs, initiating millions of highly personalized interactions without the necessity for significant workforce investment or extensive marketing budgets. By leveraging our technological framework alongside Experian data, we streamline the identification and reclamation of mispriced loans that your customers or members might have with rival institutions through prescreen marketing strategies. Our approach utilizes AI-driven engagement to enhance your deposit operations by addressing deposit leaks, boosting direct deposit inflows, and attracting new deposit opportunities. As customers or members adopt a larger array of products, their likelihood of leaving diminishes, which is why we focus on enriching their banking experience by encouraging the adoption of additional products and services that simplify their banking journey. This distinctive integration of credit and core data, reinforced with machine learning and automation, empowers you to analyze your consumer base effectively and discover other banking affiliations. Ultimately, this strategy not only strengthens customer loyalty but also positions your institution for sustainable growth in an increasingly competitive market.
Description
At Total Bank Solutions, we leverage extensive industry expertise, cutting-edge business methodologies, and proprietary technology to deliver adaptable wealth management services. Our Insured Deposit Program offers cash investors the advantage of enhanced FDIC insurance, while simultaneously providing participating banks with a reliable, diverse, and cost-efficient source of deposit funding. This program also facilitates the placement of reciprocal deposits within a cohesive deposit sweep solution. With assets exceeding $80 billion under administration (AUA), TBS stands out as a prominent provider of insured deposit programs in the financial sector. Additionally, the TBS Loan Management System serves as a comprehensive platform for securities-based lending, bridging the gap between banks with surplus lending capacity and intermediaries, along with their clients. This innovative approach enables advisors and financial institutions to present clients with competitively priced securities-based lines of credit, offering more favorable rates and tax benefits compared to traditional home equity loans, ultimately enhancing customer satisfaction and financial flexibility.
API Access
Has API
No
API Access
Has API
No
Integrations
Banno
No
Experian Connect
No
Fiserv
No
Q2
No
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Micronotes
Country
United States
Website
micronotes.ai/
Vendor Details
Company Name
Total Bank Solutions
Founded
2002
Country
United States
Website
totalbanksolutions.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
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
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
Yes
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
Yes