Data-Based Banking Solutions
Your bank is faced with constant challenges in keeping pace with business and personal financial needs, and Agile Banking has the tools to help you overcome them. Our proprietary “Bank-in-a-Box” is a comprehensive resource addressing records and document management, workflow and automation, as well as data analysis and visualization, to give you and your team a competitive edge.
At Agile Banking, we believe that dramatic process improvement results are a product of creativity, complex problem-solving, and technology utilization. This is the only way to remove all the wasted efforts from everyday processes. Our expert team of consultants has decades of proven and targeted experience throughout the banking industry, including advising and improving organizations of all asset sizes.
quick and well-coordinated
marked by an ability to think quickly; mentally acute or aware
What’s in it For Me?
Whatever is your role within your banking organization, you constantly face unique opportunities and challenges that will impact not just your own duties, but also the operations of your bank, other stakeholders, and customers.
Need a strategy to get better? Need a positive ROI? Need to comply with less compliance?
Need an efficiency ratio of < 50%? Need insight instead of reports? Need more from technology spend?
Need to stop the same daily headaches? Need to know it is getting fixed? Need relief?
Need industry expertise now? Need a big win now? Need a vision for data?
Need a lower risk profile? Need confidence in records management? Need to feel the information is secure? Need compliance integrated into processes?
Need digital processes for 21st-century workers? Need staffing level accountability across the company? Need secure employee files and workflow?
“Bank-in-a-Box” Banking Solution
Optimizing banking processes requires addressing three main operational areas: records and document management, workflow and automation, as well as data analysis and visualization. Agile Banking’s Bank-in-a-Box encompasses these tasks and objectives to maximize your bank’s efficiency, as well as your return on investment.
Loan Vault Decimation
Turnkey and cost-effective scanning entire loan vaults and paper storage cabinets
Usable Document or Index Imaging & Design
Document imaging projects fail for two main reasons: underestimating the level of effort and its impact on work activities, and image-enabled processes being designed based on paper-based experiences. Agile Banking’s Bank-in-a-Box addresses the epidemic of flawed processes and unsuccessful electronic content management (ECM) by making customer-and member-centric information easy to find, and relationships easy to visualize. Shared drives and physical records are made obsolete with new processes that streamline ECM operations for maximum efficiency.
Capturing with Current Tools
One advantage of Bank-in-a-Box is its adaptability to existing tools with which you and your team are already comfortable, such as Microsoft Office™ applications and Internet browsers. You can leverage distributed multi-function devices as needed to keep your electronic content electronic, even as more and more of your activities are transitioned from analog and hand-written to a digital format. “Wet” signatures are still an option when required, but Bank-in-a-Box’s default electronic acknowledgments speed up your operations when their use is sufficient and acceptable.
Information Governance & Record Retention
Safely and effectively managing your bank’s business records is vital to its success, and with Bank-in-a-Box you can know precisely who is accessing them via role-based access control for internal and external stakeholders. The solution integrates with your active directory and can automate record retention and destruction with a pre-defined, nationally accepted record retention schedule to ensure that you can always find the items you need, without having to deal with those you no longer do.
Collateral Document Tracking & Checklist Obsolescence
A significant aspect of information management is identifying and then tracking those documents that are deemed most important. Agile Banking’s solution allows you to set and monitor required documents, as well as automatically keep tabs on those that are either missing, expired, or both. You and your team need not deal with the hassle of manually trying to store and locate key documentation, as it’s readily identifiable and accessible to everyone who needs it.
Workflow & Automation
The familiar adage “Work smarter, not harder” is as applicable to banking as any other industry, and Bank-in-a-Box makes it a reality by tracking the status of all work and reducing the number of handoffs, verifications, checklists, and reconciliations needed by your team. Redundant data entry is no longer a factor, because our solution automatically maintains records of what has been recorded, when, and by whom for convenient and reliable reference.
Data Analysis & Visualization
What you and your team do with your bank’s data is just as important as how it’s recorded, stored, and monitored. Agile Banking’s solution unlocks the nearly unlimited potential of your data to inform sound decision-making, by providing instant, real-time analysis and visualization. It intuitively reveals trends and reduces manual report creation by telling the story of your current operations with more pictures and in less time than having to manually process stacks of number-riddled paperwork.
Decades of hands-on experience allow Agile Banking consultants to quickly tailor customized, cost-efficient services to your unique needs. We work side-by-side with your own stakeholders and subject matter experts to truly understand your most critical processes and to develop a prioritized roadmap for reengineering your bank into a high-performing digital business. Our time-tested approach integrates your key core and delivery systems with your particular content and data management needs. Whether in-house or via the cloud, Agile Banking’s engineers and developers transform your operations and processes into efficient, scalable, effective, compliant, supportable, and risk-reducing solutions.
Being agile in your banking activities means moving faster and staying adaptable in an ever-changing environment, and getting ahead leaves no time for missteps or false starts. Agile Banking deploys industry and technology experts as well as data specialists to change the way you work.
Agile delivers high-performing, smart process applications that eliminate waste and non-value-added work like rekeying, verifying, printing, reworking, and waiting. We deliver analytics and meaningful dashboards that provide insight and business intelligence, instead of just another report.
We focus on the process, so you don’t have to.
Banks and credit unions have been trimming “excess” staff for years, resulting in less capacity to tackle many large-change projects
Many systems sit idle and underutilized
Process breakdowns have a domino effect
More than half of a process is waste
Middle management lacks the breadth of knowledge and clout to affect real change
Even after more than five years of imaging, there’s still too much paper in banking processes and not enough control over information
Agile Banking has a plan to manage information sprawl, growth, and chaos
Agile Banking provides high-performing digital processes
Agile Banking reduces the number of hands that touch your bank’s work, with everyone sharing the same data, and using process metrics to drive process improvement strategies
Get your efficiency ratio below 50%
Lower your risk profile
Know where your business records are, and who’s working on them
Enjoy better records management as a result of more efficient processes
Agile Banking provides experts in the software you use
Agile Banking can solve your complex business problems
Agile Banking can help you turn information chaos into information opportunity