With software that allows you to keep your relationship personal and not just transactional, our system will help you build lasting connections with your customers—keeping them loyal to your institution for years to come.
We provide a powerful customer profile each employee can use when doing business with the customer. With this profile, employees can quickly identify the value (or the potential value) of the customer.
Combine all your commercial and consumer customers’ account information into a single, easy-to-access program. Where it shows all accounts, including deposit and loan accounts, mobile and internet banking profiles, addresses, ATM and debit cards, and more that are tied to your customers. This system makes it easy to look up accounts without having to access the Loan, Deposit, and Customer Information systems individually.
With our CRM, you can evaluate customers, market to customers, and report customer profitability figures. Set up your own criteria, grade each customer’s profit value, and get at-a-glance information on each customer with a color-coded profitability grade and the customer information pop-up.
Display all key entities, such as organizations, persons, locations, accounts, safe deposit boxes, bank cards, and others. You can link entities and view these linked relationships easily.
All your customer information is integrated with the lending, deposit, and eBanking modules. That way, everything you do in one platform will be synced across all platforms, making it easier to keep your customer's information clean and updated.
The ease of customization FPS allows is great! It allows the bank to have a say on how the software should perform to maximize the bank's efforts within the market it operates in.
VP/Main Branch Manager
1st Bank Yuma
Our core system helps cut data processing costs, adds greater flexibility, improves productivity, and integrates systems.
Customers can check their balance, deposit checks, move money, and more at any time, anywhere, and on any device.
Wire Transfer Software
Our powerful wire transfer system allows you to create, review, and handle wires in an easy-to-use browser interface.
With powerful software comes great responsibility. That’s why our amazing team is here to help you every step of the way. Give us a call or request more information, and start growing your business and community the right way.