BankManager® Elite
Simplify documentation. Streamline exceptions.
A smarter, centralized platform for managing documents, exceptions, and workflows—helping your team stay organized, compliant, and audit-ready.
Centralized Tools Built for Efficiency
Real-Time Exception Tracking
Automatically flag missing or outdated documents, assign responsibility, and track resolution using built-in escalation tools and role-based workflows.
Integrated Document Imaging
Scan, store, and retrieve documents electronically—complete with customizable indexing, version control, and secure archive access.
Loan & Deposit Lifecycle Management
Manage every phase of the customer lifecycle, from application to renewal, with structured workflows and complete visibility into each account.
Custom Dashboards & Reports
Generate dynamic reports for audits, internal reviews, or board meetings. Visual dashboards surface what’s outstanding, overdue, or at risk in real time.
Purpose-Built for Smarter Banks
Unified Workstation for Lenders and CSRs
BankManager Elite serves as a centralized hub for your loan and deposit operations—giving authorized users secure access to all necessary customer files, collateral data, and documentation in one unified interface.
End-to-End Exception & Collateral Tracking
Consolidate loan and deposit information, including collateral and document exceptions, into a single file. Built-in workflows help staff resolve inconsistencies quickly and keep records current.
Optimized for Compliance and Oversight
Automated Reporting and Examiner Tools
Flexible reporting features allow you to generate client-ready notices and letters on demand. Examiners can review exportable snapshots of customer and loan data remotely—helping you stay prepared with minimal disruption.
Management Insights at a Glance
Generate collateral and policy reports tailored for management and the board of directors. BankManager’s dynamic reporting tools keep leadership informed and in control.
Streamlined Web3 Integration with Auxo Solutions
New users frequently find the steep learning curve discouraging, limiting broader adoption.
.svg){kind=small}
Discover the hidden gems of the NFT world.
.svg){kind=small}
Buy and sell NFTs with peace of mind.
.svg){kind=small}
Share specific data points with applications.
.png)
Auxo Solutions: Simplifying Your Web3 Journey
Their complexity and steep learning curve can be intimidating, deterring many potential users from exploring the space.
Implement self-executing
Allow users to manage
Support the creation, buying
Designed to Streamline Daily Workflows
Advanced Search & Quick File Access
Users can locate clients through simple dropdown menu and access documents instantly—cutting down time spent searching and improving response times across departments.
Email Ready Document Sharing
Support faster service with the ability to send loan and deposit documents directly from the system. No downloading, no extra steps—just efficient communication from one secure platform.
