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About

BankManager Elite is a centralized banking operations and document management platform designed to help financial institutions streamline documentation, exception tracking, and workflows so teams stay organized, compliant, and prepared for audits. It provides real-time exception tracking with built-in escalation tools and role-based workflows that automatically flag missing or outdated documents, plus integrated document imaging to scan, store, index, version, and securely retrieve files electronically. It supports loan and deposit lifecycle management with structured workflows and full visibility into each account, and offers custom dashboards and dynamic reporting for internal reviews, audits, and board meetings. As a unified workstation for lenders and customer service representatives, BankManager Elite consolidates loan and deposit information, including collateral and documentation exceptions, into a single interface, helps teams quickly resolve inconsistencies.

About

ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Community bank operations, lending, and compliance teams that need a centralized platform to manage documentation, track exceptions, and maintain audit-ready records across loan and deposit lifecycles

Audience

Financial Institutions | Alternative Lenders | Fintechs

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

First 25 Companies Free
ForwardAI’s pricing model is based on the number of connected companies per month. We define “Connected Company” as any Company that has been invited to share data with ForwardAI.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

ASI
United States
abs.asiweb.com/solutions/bankmanager-elite

Company Information

ForwardAI
Founded: 2022
Delaware | Vancouver | Toronto | Chandigarh
www.forwardai.com

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Categories

Banking Supported

Categories

Banking Features

ATM Management Not Supported
Compliance Tracking Not Supported
Corporate Banking Not Supported
Credit Card Management Not Supported
Credit Union Not Supported
Investment Banking Not Supported
Multi-Branch Not Supported
Online Banking Not Supported
Private Banking Not Supported
Retail Banking Not Supported
Risk Management Supported
Securities Management Not Supported
Transaction Monitoring Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Supported
For Hedge Funds Not Supported
Liquidity Analysis Supported
Loan Portfolio Management Not Supported
Market Risk Management Not Supported
Operational Risk Management Supported
Portfolio Management Not Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Not Supported
Stress Tests Supported
Value At Risk Calculation Not Supported

Integrations

Basiq Not Supported
Clear Books Not Supported
Clio Not Supported
Exact Online Not Supported
FreeAgent Not Supported
FreshBooks Not Supported
MYOB Not Supported
MYOB AccountRight Not Supported
Microsoft Dynamics 365 Business Central Not Supported
NetSuite Not Supported
Plaid Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Reckon One Not Supported
Sage 50 Not Supported
Sage Accounting Not Supported
Sage Intacct Not Supported
Wave Accounting Not Supported
Xero Not Supported
Zoho Books Not Supported

Integrations

Basiq Supported
Clear Books Supported
Clio Supported
Exact Online Supported
FreeAgent Supported
FreshBooks Supported
MYOB Supported
MYOB AccountRight Supported
Microsoft Dynamics 365 Business Central Supported
NetSuite Supported
Plaid Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Reckon One Supported
Sage 50 Supported
Sage Accounting Supported
Sage Intacct Supported
Wave Accounting Supported
Xero Supported
Zoho Books Supported
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