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BankManager® - The Electronic Workstation of the Future.

American Bank Systems offers three levels of BankManager® to fit the needs of any financial institution: BankManager® Pro, BankManager® DAudit and BankManager® CIP. To read what our customers have to say about BankManager®, click here.

BankManager® Pro

BankManager® Pro The Electronic Workstation of the Future is the technology solution for a financial institution's document management needs. It is the industry leader in automated customer account and loan document management.

BankManager® Pro Features and Benefits:

  • State-of-the-art work flow technology
  • Comprehensive search capability
  • Centralized credit function
  • Built-in document tracking and exception management system
  • Built specifically for bank customer file management
  • Greater security for disaster recovery
  • Aids compliance with USA PATRIOT Act through deposit document filing capacity and an automated check of the OFAC list
  • Instant view of a customer’s total loan portfolio
  • Centralized credit function ideally designed for branch banking
  • Document management provides effortless routing of electronic images to any desktop
  • Allows authorized personnel based on security levels to view credit files
  • BankManager® Pro interfaces with Doc Prep Systems using Bar Code Technology and with host systems

BankManager® DAudit

BankManager® DAudit is a Windows-based document tracking and exception reporting system that helps minimize examination exceptions. One of the most important areas of any financial institution is the credit department whose responsibilities cover monitoring collateral and documentation exceptions. Accurate tracking of loan documentation and collateral perfection is essential and effective reporting and availability of information to all levels of the financial institution is crucial.

BankManager® DAudit provides an automation solution to this key requirement and permits the user to perform exception monitoring tasks, track policy exceptions and add custom exception codes at the touch of the mouse.

BankManager® DAudit Benefits and Features:

  • View exceptions on the screen by customer
  • Add customized exceptions for any collateral type
  • Sort exceptions by dollar amounts, officer, department, branch or bank
  • Track dollar amount of exceptions by officer, branch, loan type, collateral type and exception type
  • Easily prepare officer, management and director reports
  • Graph exception information by sort characteristics
  • Produce letters or notices to customers from whom information updates are required
  • Print to any defined printer in the Windows environment
  • Clear any exception from one screen within the system
  • Operates on Windows 9X, Windows NT, Windows 2000 and Windows XP systems
  • BankManager® DAudit interfaces with several host systems to import CIF and loan data

BankManager® CIP

BankManager® CIP is an automated compliance solution with the USA PATRIOT Act. This step-by-step system streamlines the customer verification process utilizing the best technology available. Best of all, it is integrated with ABS’ comprehensive platform system.

BankManager® CIP Benefits and Features:

  • Built specifically for USA Patriot Act- Section 326 with CIP compliance and management
  • Interfaces with LexisNexis® RiskWise® InstantID® to give banks an instant risk rating on new accounts and immediate verifications of customer identification
  • Image verification documents including photo IDs
  • Built-in identity verification search capabilities including OFAC
  • Generates reports on OFAC and customer identification
  • Alerts users of ID risks per customer
  • Increased efficiency in workflow concepts
  • Provides centralized maintenance of customer identification information while permitting decentralized usage
  • BankManager® CIP interfaces with Doc Prep Systems using Bar Code Technology and with host systems and platform systems

Customers Praise Benefits of Going "Paperless"

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