Facilities: Bank Branches

Facility operations leaders face many challenges today including bank mergers, rebrandings, renovation, and growth.

New services and new competitors have made the retail bank branch critical to the customer experience — impacting both retention and new sales. While some institutions run-to-fail with equipment breakdown driving as much as 40% of their facilities workload, other managers are improving the bottom line with scheduled maintenance procedures and tracking real-time costs for each equipment item, and at each facility.

Finding a Facilities Technology to Fit Your Processes

To begin with, consider your needs. Then, prioritize the ones that will enable staff to deliver improved service and enhanced efficiencies right away. After deciding what you need, evaluate the available products accordingly. A good fit will match most of your key criteria.

What are the key benefits of facilities software that your institution needs?

• Work order tracking
• Vendor communication
• Preventive maintenance
• Equipment history
• Reporting

What features do you not need and don't want to pay for?

• Do you need a Computerized Maintenance Management System (CMMS) that was designed for machinery dense and complex manufacturing environment?
• Do you need an enterprise-level Computer Aided Facility Management (CAFM) System with complicated features and pricing to match?

PropertyTRAK is designed to deliver the ideal CMMS and CAFM benefits for mid-sized banks with 6-250 branches— including the bank headquarters and other locations. Your procedures, work teams, regional oversight are the basis for configuring the application.

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Credit Union Facilities

Your branches provide a welcoming space for your members, provide opportunities to engage your community, and demonstrate your commitment to growth. Responsible oversight means demonstrating to the board and others return on this investment, effective management of resources, and proactive maintenance to prevent unexpected breakdown of equipment.

Large national and multi-national financial institutions use complex and costly systems built for the needs of large enterprises. You need a system that is well-matched to your needs.

We understand what you're looking for.

PropertyTRAK is designed to deliver ideal benefits for mid-sized and large credit unions and savings banks with 6-250 branches— including headquarters, grocery and other innovative locations in the community, and ATMs. Your procedures, work teams, regional oversight are the basis for configuring the application.

About Facilities Software

Facilities software goes by many names:

• Computerized Maintenance Management System (CMMS)
• Computer Aided Facility Management (CAFM)
• Integrated Workplace Management System (IWMS)
• Enterprise Asset Management (EAM)

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