Banking

In 2003, Synthesis Solutions announced a new product: The Banker’s Intranet. The Intranet helps financial institutions:

• Eliminate unnecessary work
• Streamline tedious, paper-intensive processes
• Improve internal communications
• Generate new leads and make additional sales

The Banker’s Intranet delivers these benefits and others by bringing the information and tools the bank needs together in one, simple-to-use environment. It provides all team members with ready access to the bank’s policies and procedures, its corporate directory, news, alerts, product descriptions and rates, call center support and the corporate calendar.
The Intranet also provides banks with sophisticated management tools including:

• Exception Tracking
• Loan Request Management
• Sales Management
• A Key Performance Indicators Portal
• Time and Benefit Reporting
• Expense Reporting
• Team Scheduling
• Benefit Reporting
• Training Management

These tools arm the management team with the data and systems they need to optimize key processes – compliance, sales, and personnel management. The Banker’s Intranet marries its own data with the data from the bank’s operating systems to create a 360-degree view of the bank’s operation. At a glance, managers can evaluate their loan and deposit portfolio’s risk, track sales that are in the pipeline throughout the organization and staff to meet current and future needs. The Intranet then enables managers to direct compliance, sales and personnel operations. They can establish performance and operations rules that ensure guidelines are followed and met. They can review their staff’s work from their desktops. And, they can provide training, incentives and re-direction.

Because The Banker’s Intranet is a pure Web application, it is flexible and scaleable. SSI manages all software upgrades from the bank’s central Web server – the IT department is freed from upgrading software on every desktop. The Intranet can extend to every branch, every employee that has Web access; so, the system can easily scale to meet the needs of hundreds or thousands of users with no additional effort. And, the system’s security, complex business rules and workflows serve the needs of any organization.