Treasury Management Solutions
Mobile Treasury Management Apps
Customers Expect Mobile Treasury Management Apps
Corporate and business customers are using mobile apps for other aspects of their business and expect the same technology from their bank. These apps must offer a user experience that is as good as or better than the apps they currently use on their device.
Native Apps Connected to Bank Web Services are the Answer
Native apps have defined the user experience that customers expect on their mobile devices. Also, banks and banking software providers have been creating web services & API's so that financial data can be integrated with other systems (e.g. bank portals). The combination of these modern technologies allows customers to access their data anytime, anywhere.
GST's Mobile Treasury Management Apps are the Solution
GST's Mobile Treasury Management apps have the best user experience in the market. The app functionality is delivered as a series of independent "widgets" that consume financial web services. Available widgets include:
Previous Day and Intraday Information Reporting
Positive Pay Exceptions
Our iOS and Android platforms are expandable to easily add new widgets or create new FinTech apps.
We offer a source code license for the apps which gives you the benefit of a quick time to market and ultimate control of the software.
Treasury Management Systems are Complicated
Modern treasury management systems are robust with features, but learning this functionality can leave bank customers overwhelmed and frustrated. Bankers have limited time and resources to train new customers on how the system operates.
Video Tutorials Simplify the System for Customers
A video tutorial can simplify the treasury management system for customers and are available 24 hours a day, seven days a week. Video tutorials make onboarding new customers easier and allow existing customers to learn new functionality quickly.
GST's Video Tutorials are the Solution
With our in depth knowledge of several commercially available treasury management systems, Generated Systems is uniquely qualified to create your treasury management system videos. Our solution includes:
Proven development process
Existing voice scripts and storyboards that you can customize
Bank branded video launching center
Narration by a professional voice actor
Maintenance program to ensure you videos stay current
Interactive Sales Demos
Demonstrating the Treasury Management System is Difficult
Commercially available treasury management systems often do not include a way for bank sales representatives to demonstrated system functionality to clients and prospects. Even if the vendor does provide a sales demo, it often lacks bank branding, includes extraneous or mismatched functionality and quickly becomes stale.
Using the production or test system for a demo can be problematic as well. This task is often performed by a very busy product manager, who must ensure relevant data files are loaded, interfaces are operational and the systems in accessible.
An Interactive Sales Demo is the Answer
A high quality HTML interactive sales demo would allow your sales representatives to showcase the features and functionality of the treasury management system. If the interactive demo is available on the bank's website, customers can click through and evaluate the system at their convenience.
GST's Interactive Sales Demos are the Solution
Generated Systems creates high quality interactive sales demos that simulate your treasury management system so your sales team can easily show the main features and close more deals.
Our interactive sales demos:
Allow the sales representatives to click through the system
Show the exact branding and services offered by the bank
Display fictitious data to ensure a secure demo environment
Run in a web browser either from the bank's website or offline on a sales representative's computer
Includes a maintenance program to ensure your data stays current.
Auto Export & Auto Export FTP
Positive Pay is Difficult for Small Businesses
Check fraud is a problem for small businesses and Positive Pay is the most effective prevention service available. However, offering this vital service to small businesses is challenging for banks because the these customers do not have the technical skills and/or time to produce the check issue file in the bank's desired format.
Issue File Creation Must Be Simplified
Banks must offer a tool that simplifies the process of creating and formatting check issues files. Ideally, this tool must be extremely easy to use and get the data directly from the customers accounting system where the checks are created.
Auto Export & Auto Export FTP Make Issue Files Easy
Auto Export and Auto Export FTP are desktop applications that integrate with QuickBooks to retrieve check issue data and create a file in the bank's format. Both programs include:
Easy to Use Setup Wizard
Advanced scheduler so that check issues files are created automatically
Desktop Notifications to alert that processing is complete
Auto Export FTP is for banks that can accept files via FTP or SFTP. This is a "set-it-and-forget-it" solution for customers where check data retrieval, issue file creation and delivery to the bank are automated.
Auto Export if for banks that do not support FTP or where FTP is cost prohibitive. This is a "set-it-then-upload-it" solution where check data retrieval and issue file creation is automated. The customer then manually uploads the file using the banks's online treasury management system.