Master Blaster
COMBANK
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Document Management

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ComBank

Many banks struggle to manage their growth. Making sure employees have the latest information on products, operating procedures, marketing initiatives or security concerns is very challenging. Employees may waste precious time searching for information to help them do there job or close a sale to a new customer. In today's competitive Comunity banking market timeliness in responding to customer inquiries can make a huge difference in getting and retaining customers. In addition compliance with numerous banking regulations such as FDIC and Sarbanes Oxley is an increasing challenge.

An Intranet with very strong document management capabilities can be a tremendous asset in helping a bank to deliver timely information to employees, respond quickly to customer inquiries and maintain compliance. P-Wave's ComBank intranet can help your bank achieve these goals. ComBank provides numerous features designed specifically for the banking industry to help with these issues including:
  • 100% browser-based, accessible from anywhere within your organization. As well as from outside bank with proper username and passwords.
  • Robust and compliant document management and control providing full document version history, audit trails and electronic signatures
  • 13 easily editable homepage portlets that dramatically improve the banks ability to Comunicate with employees regarding critical business issues such as security alerts, products, human resources, marketing, etc.
  • Sales and service tracking and tools that give banks an edge in winning new business by improving tracking and management of customer requests. (see below)
  • Access to virtually any file type including Microsoft Office for seamless integration with Outlook, Word, Excel and Power Point.
  • Full-text searching allows users to easily find and retrieve documents based on their contents.
  • Easy to use to manage all the information in your Intranet without programmer intervention.
  • Lifecycle management to identify and enforce the stages a document must pass through, such as document review, document approval and document publishing.
  • Ability to easily scan, capture, and store existing documents
  • Professional graphics, templates, and style sheets customized with your colors maintain consistent corporate identity throughout the Intranet.
  • Acts as a document repository for your organization from Employee Handbooks to Annual Reports to staff birthday listings, ComBank keeps all your employees up to date with latest information.
  • Unlimited scalability for supporting thousands of users and managing millions of documents
  • Robust security, based on specific users and their roles, protects an enterprise's valuable knowledge contained in their managed documents.
  • Custom Client allows for the creation and integration of customized user programs and specialized interfaces to facilitate document and records management.

ComBank Sales Management Module:
Competition in the banking market is fierce. Customers have many choices when shopping for products like loans, mortgages or investment and saving accounts. The difference between successfully booking sales with customers or losing the business to the competition is often due to factors like customer service and response time. In order to win, banks need to quickly respond to customer inquiries and get the prospects the information they are requesting in a timely way.

Since customers can initiate these inquiries at many touch points within the bank such as branch tellers, customer service representatives or loan officers. These leads need to be channeled to the appropriate subject expert to respond. It is difficult for managers to know the status of these leads such as who is handling them or how many have we converted into sales. Banks need great Comunication tools more today than ever to help them to help them with these problems. ComBank's Sales Tracking module is such a tool. The Sales Tracking Module provides the following features that will give banks the edge in winning new business and tracking results:

  • 100% web browser-based, accessible from anywhere within your organization. As well as from outside bank with proper username and passwords.
  • Email notification/alerts to multiple parties when sales leads are created and referred or when a lead is not responded to with email links to quickly take users to lead details
  • Extensive reporting capability to allow users to track leads they have received and sent to others, as well as manager reports to track status such as booked, lost or cancelled
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ComBANK