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Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

Jenesis Agency Management System is purpose-built to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales. Easy to use and affordable, Jenesis Agency Management System offers a variety of features that include automated logins, ACORD forms, carrier downloads, credit card integration, quote control, receipts and payments, InstaCheck, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.