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Streamline financial institution signatory management across your organization with this world-class web solution. Bank Administrator (BA) goes far beyond any Excel™ spreadsheet or treasury workstation. With its enhanced international capabilities, BA™ eliminates the repetition associated with managing multiple bank relationships and complicated authorities by systematically relating bank accounts, account contacts, account signatories, signatory limits, and authorities with each parent company or subsidiary. Correspondence is automated to open or close accounts or make changes to the signers. Audit requirements are readily met.

A Few Features of BA:

  • Organizes account information
  • Manages signers
  • Utilizes letter templates to generate letters or perform mass mailings
  • Controls accounts
  • Tracks bank safety ratings
  • Assists with Sarbanes-Oxley compliance
  • Optional Business Process Management module

BA™ enables you to efficiently meet security requirements and eliminate the repetitive chores associated with managing signatories for national or international financial institution relationships. Call 847.735.0577 to see how BA™ can bring value to your organization.

Business Process Management (BPM) for BA™:

Elimate the guesswork involved with the process of managing multiple bank relationships. BPM forces standardization of procedures and is entirely customized to your organization's requirements.

Fully integrated with BA, tasks are assigned the necessary steps for completion, along with the person or persons responsible and type of contact and approval necessary for completion. Task notices appear on the user’s desktop, before the login to BA. Steps and checklists are easily accessed and reported on. This is a must for compliance!

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