Customized Applications

SmartRecords-General Purpose | SmartRecords-Law Firm | SmartRecords-Life Insurance | SmartRecords–General Insurance | SmartRecords–Banks and Credit Unions SmartRecords–Schools (Public & Private) | SmartRecords–Human Resources | SmartRecords–Government Departments & Agencies

SmartRecords – Banks and Credit Unions

One of the important aspects of any financial institution is its need to know its clients. Banks typically do business in a distributed environment, and therefore must be able to identify any client irrespective of which branch the customer opened their bank account. Access to client documents from any remote location at any time is vital to the attainment of positive customer services and building referrals. No doubt you would have had experience of going into a bank where you either had to wait for a long time or leave that branch and drive to the branch where the manual files were located. SmartRecords will enable your organization and branch network to gain access to every file electronically from any remote location which helps you in getting to know your clients and build solid relationships. The software keeps track of who checks in or out of any and all documents and the date/time and how long a user has been using a document which will support the management role and productivity.