S.A.F.E. saves you time by providing a medium for consistent communication within your institution and between your clients and you. We provide ongoing support for data base management, online employees training and testing, real-time news updates, customer surveys and marketing announcements. This equates to a stronger bottom line through savings of time, the elimination of mistakes and easy distribution of information. In addition, all of our applications are adaptable to meet your needs and we offer flexible contract plans with variable duration and functionality options. With over 40 years of technology experience,
S.A.F.E. is the perfect tool to empower any institution to reach optimal levels of productivity.
Our
S.A.F.E. software offers solutions within the following product areas:
Communications Management
Secure Board of Directors Collaboration
- Provide your monthly board packages to the directors electronically, eliminating costly printing and delivery, allowing members to review information as soon as it is available, any time, any where an internet connection is available
- Includes areas for committees to publish and store information as needed
- Publish policies, guidelines, educational material, regulatory guidance and publications to assist board members in staying abreast of today's evolving board responsibilities
- Publish previous meeting minutes for review and research needs
- Calendar of events to keep the board informed of important dates
Compliance & Human Resources
Provide a centralized Audit and Compliance area to allow employees to read, review and download all policies, procedures and regulatory reports related to their areas of responsibility
- Link training and retention examinations to critical policies and publications, then print reports to show your internal and external auditors that all necessary employees are staying compliant with frequently changing regulatory information
- Create and manage a central repository for all employees to download HR related forms and information as well as other useful documentation in real-time
- Custom surveys and polls with real-time data essential to making in-house decisions based on employee and/or customer feedback
- Calendar of events to keep personnel aware of important HR specific dates and events
Commercial Lending
- Manage the lending process by retrieving, organizing and documenting loan applications and data collected via secure internet forms
- Secure Online Collaboration for your Loan Committee to publish and present documentation for the decision making process, anywhere internet access is available
- Make better lending decisions faster and more accurately by reviewing supporting data prior to decision meetings
- Deal directly in real time with Underwriters or Brokers by securely transmitting loan applications and supporting datapoop
Secure Customer Service
The communication needs of busy banks grow more complex every day. S.A.F.E. is the perfect solution to stay connected with your customers without creating extra work for staff members. S.A.F.E. empowers your staff to exchange information securely online efficiently with your customers. Working through your bank's website, your customers could have 24/7 online access to information, helping you better serve them while saving staff time, freeing phone lines, streamlining office operations, and minimizing the customer service nightmare of sending personally identifying information insecurely!
- Protect your customers with public facing secure "Contact Us" applications, eliminating the possibility of personal identifying information being sent across unsecured electronic connections
- Use online loan application data and account research to facilitate real-time responses to customer concerns
- Maintain fee schedules and loan rates for customer communication
- Provide product specifications and government regulations for customer communication
- Develop customized customer communication for retention purposes
Branch Administration
Product specifications for branch personnel provided via a secure central repository accessible only to authorized branch personnel
The easy to use interface provides powerful tools to help publish targeted and time sensitive material and promotions. With S.A.F.E. on your side, administrators do not even need to be at work when a new campaign is launched. The simple interface allows new information to be uploaded at any time, then published automatically at a specific date and time. When an event is complete, it can automatically be removed based on a preset date and time.
Detail of all deposit, loan, insurance and investment product requirement
- Compliance requirements for each product type
- Publish guidelines and tips for cross selling opportunities
- Easily updated and attractive rates page to ensure all employees are able to give the most up to date information to current and prospective customers.
- Define weekly or monthly marketing campaign and product specials for branch personnel
- Maintain latest promotional material and branch contest standings
- Use dynamic calendar of events to keep personnel aware of important bank specific dates and events.
Secure Collaboration for Branch Personnel
- Provide a central repository to easily upload documents in an organized format for staff to access and work more efficiently (document templates, memos, and frequently used forms, etc.)
- Easily share critical fraudulent alerts with all branches simultaneously and in real-time
- See critical key performance indicators in an institutive dashboard format, and be able to retrieve them securely anywhere internet access is available
- Maintain electronic backup copies of Disaster Recovery plans and contact lists available for immediate retrieval anywhere internet access is available
- Eliminate the exposure to internet threats by providing approved links to safe and authorized websites outside of the bank environment
