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 Core System
Exception Tracking
Loan Request Management
Sales Management
Performance Indicators
Time & Benefit Reporting
Team Scheduling
Expense Reporting
Training Management
 

The Core System

The Banker’s Intranet has multiple components. These include the Core System and a host of management tools such as Exception Tracking, Loan Request Management and Sales Management. The Core System acts as a communication network, delivering the information banks must distribute to their employees to meet federal banking and employment laws and to train, support and manage their staffs. The Core System provides the foundation for all the Intranet’s other management tools. The Core System includes:

Automated Publishing System

The Automated Publishing System allows the bank’s team to keep the Intranet’s content up-to-date and dynamic without learning any special Web design or development skills. The bank’s team can publish:

  • News and Alerts
  • Frequently Asked Questions
  • Policies/Procedures
  • Products/Services
  • Promotions
  • Team Directory
  • Employee Handbook

Sophisticated Information Retrieval

Every bank has made a vast storehouse of knowledge, residing in their data warehouses, file cabinets and their employee's minds. The banks that can access and share this knowledge when its needed have a competitive advantage. The Banker's Intranet has robust tools to help banks gather this knowledge, index it effectively and retrieve it when needed.

Corporate Calendaring

Among the most important things teams need to share with one and other are their schedules. The Banker's Intranet provides tools for teams of all sizes - from the entire company to individual project teams - to share their calendars with one and other. Calendaring is used for work schedules, vacations, training and other work events.

Security Management

The Banker's Intranet is highly secure, using many of the security measures that bank's already use to protect their customer's data. The system allows for very fine control, ensuring that each user receives the privileges suited to his or her particular responsibilities. And, the Intranet makes it easy for the security officer to set-up and maintain security settings by providing security templates.