TaskSuite combines eight powerful systems into a single product, enabling communication between customers and every department in your organization. The application facilitates communication between salespeople and allows managers to pull forecasts on expected revenue.
TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience.
- Connect to your audience
- Collect data for actionable insight
- Automate business workflows
- Save time and money
With a 24/7, 365-day, 360-degree view of your business, you can identify tangible business goals.
- Real-time sales and marketing tracking.
- Actionable insight into every customer interaction.
- Put all your digital interactions in one place.
BankStride is a slick product to manage loa exceptions and portfolio monitoring with an easy-to-use customer portal for document uploads and pending exceptions. My favorite feature is having checklists and automated reminders for customers to send finance, tax, property, and insurance documents. The solution eliminates the never-ending emails going back and forth about what information we need versus what customers have provided. BankStride has saved us tremendous time and effort by getting precisely the information we need to meet our compliance and reduce loan risks.
My favorite feature is the fact that the platform interfaces directly with clients, eliminating the need for my team and I to have to collect documents manually. The automation capabilities save our team tons of time...these are the two main differences between Bankstride and other platforms like ncino, abrigo, etc. We have reduced exceptions almost entirely. Great ongiong support and quick implementation time.
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
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