Learn about my products

Check out my finished projects. Each one can be customized to meet your business needs.

• riskMANAGER - Cost $5,000 and a $2,500 annual fee

  Customize and standardize your risk assessments. Has a built in CIS Framework tool and the ability to setup your control framework.

  More features coming soon..

  Extract your data to excel to customize your reporting.

--------------------

• callMANAGER - Cost $5,000 and a $2,500 annual fee

  This system has a lot of features, CRM, Call Tracking, Referrals, Reporting dashboards and more.

  CRM. Allows you to track customer opportunities with this web based system. Great for lenders or anyone that deals with customers on a daily basis and lets you track the progress up to closing. It also has a great pipeline tracking system. This system will let you see who your top producers are and who needs work.

  Referrals .Allows each employee to put in a referral request from a customer. This referral is tracked and emailed immediately to the employee to work.

  Call Tracking. Used to track customer calls in real time. This is a must have addition to any core system. Lets your employees lookup customers then track what they are looking for. Tracks call reason and resolution and allows you to mark the call as needed follow-up. Lets you select the reason for the call (complaint, fraud, balance inquiry, issue, etc).

  Reporting Dashboard. This system takes your core data and creates a lot of management level dashboards

--------------------

• 2x2x2MANAGER - Cost $4,000 and a $2,000 annual fee

  2x2x2 new account followup - Automates the 2x2x2 calling process. Let's employee know what step they are in and lets them document each call. A must have to properly follow up on your new accounts.

--------------------

• projectMANAGER - cost $4,000 and a $2,000 annual fee

  This system has a lot of features: It's a project tracking system that works really good.

  There are so many projects and tasks going on throughout the day. You need a system than can track and prioritize this for you.

--------------------

• inventoryMANAGER - cost $4,000 and a $2,000 annual fee

  Inventory Manager It's an inventory system- Lets you track computer inventory. I've tried a lot of different systems but they all lack something. I thought the best way to get what you want to to design something that works great. There is a dashboard that breaks down by type of equipment and costs. It also ages the equipment to give you a good idea of when you need to schedule a replacment.

--------------------

• vendorMANAGER - cost $4,500 and a $2,000 annual fee

  Vendor Manager - It's a vendor management system - Lets you manage your vendors. Rate them from critical to low and track renewals. Lets you risk review them annually or on demand.

--------------------

• PURCHASE ORDER SYSTEM - Automate your buying process with this online web based purchase order system. Workflow from point of request through approval process. Send emails to appropriate parties for approval and payments. Store your invoices and quotes online, perform lookup, review purchase details and track expenses by user or category. Cost is $3,000 annual fee

--------------------

• USER PORTAL SYSTEM - cost $4,500 and a $2,000 annual fee.

  This system has multiple functionality, user tracking, training, complaints, help desk and more.

  Track employee system information, which systems they have access to, tokens they have, etc.

  Employee training portal - Lets you create and test employees. Tracks who has taken and how they have scored.

--------------------

• complaintMANAGER - cost $4,000 and a $2,000 annual fee.

  Complaint tracking - Lets you track and manage customer complaints

--------------------

• helpdeskMANAGER - cost $4,000 and a $2,000 annual fee.

  Help Desk tracking - Lets users create help desk tickets, manages and tracks them and sends alerts to users depending on severity.

--------------------

• fraudMANAGER - cost $4,000 and a $2,000 annual fee.

  Fraud tracking - Lets users create and track fraud at your bank, manages and tracks them. Let's you catagorize fraud to help better stop it. Creates realtime reports on different types of fraud for the last 3 months plus YTD.

--------------------

• silentauctionMANAGER - cost $2,000 and a $2,000 annual fee.

  run your own silent auction - Lets users bid on items silently but online. Makes it easy to auction off items. Bids can be set in a set increment.

--------------------

My programs are not just designed for banks but designed for business. All programs are custom designed by a banker with 30+ years of experience. They are mostly web based designed in the latest version of Visual Studio using .net technologies. Contact me for more details.