Banking and Financial Services

BANKER|share: Streamlined Operations via Automated Processes and Team Collaboration

Banking service is built on two things: communications and procedures. When these pipelines break down, productivity and profitability stall. With BANKER|share, financial institutions can automate their workflows, processes and information streams, delivering operational excellence—and boosting revenue.

Banking Is Evolving. How Will Your Branches Compete?

The digital economy has essentially wiped out traditional banking. New technologies are raising customer expectations, even as regulatory compliance issues strain resources and profit margins. Stringent regulations, from the Dodd-Frank Act to GDPR, make the situation even more complicated. To remain competitive, ensure business continuity and provide a meaningful customer experience, financial institutions must find a more efficient way to manage operating processes and communications.

The Solution?

Use technology to the institution’s advantage, automating workflow processes between teams and departments within the organization. Leveraging Office 365, SharePoint, and Nintex, BANKER|share connects your institution, driving collaboration and productivity on a single, interactive platform built to create efficiencies in all aspects of your operations.

Office 365 + SharePoint + NINTEX
BANKER|share
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Gain Financial Oversight

Track Check-Fraud Status… Start to Finish
Track incidents of check fraud from initial teller/CSR entering, until loss prevention closes the case. Attach affidavits, note receipt or denial of funds, and allow approval from branch managers to keep accounts open as requested by clients.

Log Monetary Instruments Sales
Log all monetary sales (cashier checks) for tracking, balancing, and reporting by tellers. Non-bank transactions and ones greater than $3,000 will be flagged to notify branch manager and will require additional verification.

Workflows Fill Communication Gaps

Workflows Fill Communication Gaps

BANKER|share Feature Highlights

Automate Currency Transaction Reporting (CTR)
Conveniently track CTRs between the branch and Compliance from beginning to end, including Compliance’s ability to request additional information from the teller or CSR. Compliance will know the real-time status of every CTR submitted at any point in the process.

Ensure An Efficient Account Closing Process
Define and enforce the process for efficiently closing a bank account, including departmental notifications and task assignments from deposit operations and line of credit, to on-line banking and ATM cards — all with easy-to-follow virtual check-lists. Reminders are sent every 24 hours until tasks are complete.

Capture and Track Loan Maintenance Requests
Capture every loan officers’ request for changes to an existing loan and send directly to Loan Maintenance for processing. All subsequent communications and change confirmations are recorded to the original request for future tracking and better response-time management.

Expedite Loan Processing
Reduce loan processing turn time and close loans more quickly by instantly processing requests for missing loan information that are holding up loan underwriting. Track requests to ensure loan officers are providing information on a timely basis.

Receive Over/Short Notifications
Receive notice when tellers are over/short more than $100; Deposit Operations can research transactions and provide daily resolution for each teller discrepancy.

HOW DOES BANKER|share WORK?

  • Branch Dashboarding: Empower branch and/or regional managers with dashboard insight into daily and weekly branch
    performance based on accounts closed, CTRs reported, monetary instrument sales, SARs, and teller over/under.
  • Tasks: Create custom task lists and processes and assign to departments or team members, with automated reminders and completion confirmations shared across the team.
  • Information Requests: Log and store all transaction communications collectively, not scattered in emails or word documents.
  • Email Confirmations: Receive automatic email confirmations when tasks or requests are completed.
  • Turn-Time Tracking and Reporting: Receive actionable status reports by branch/region, and by transaction category/type, to analyze results, improve efficiency and promote accountability.
BANKER|share Roadmap

For pricing info or a demo: bankershare@abelsolutions.com or call 678-393-1704

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