Workflow, Ready to Go
with the PROFORMANCE Suite of products.
Integrated Document Sharing
Request documents from new and existing customers with our document share solution. Submitted documents are imported seamlessly into your DMS where they are presented for review and approval and update exception tracking, work queues, and management reports automatically.
A sophisticated business intelligence dashboard system preconfigured to show loan and deposit metrics with views for managers and officers. Other dashboard products leave the setup to you, but INFO-VIEW’s visual management tools are ready to go, no development needed.
Integrated Check Fraud Tool
An integrated signature snippet tool that aids tellers in check verification to help identify fraudulent checks in an efficient, automated process.
An exclusive solution that captures customer signatures during account opening and integrates them in the account opening and DMS archival process. Simplify the account opening process for your customers and institution with this end-to-end workflow.
Reporting Tools for All Users
A powerful and extremely user-friendly reporting tool. Give all users the ability to create, save, pull on-demand or schedule their own reports with a simple user interface and point-and-click field selection. Highly granular permission settings ensure data and process integrity.