Automate, Organize, Simplify Your Facilities Management

CMMS Software for Bank and Financial Institutions

PropertyTRAK’s CMMS is an integrated suite of desktop and mobile applications that can help bank facility managers improve business process efficiencies, streamline operations, and provide better service and experience for their customers.

Ideal for mid-sized to large banks with 6 to 250 branches or credit unions, PropertyTRAK provides managers a comprehensive view of operations across all locations so they can make decisions based on data and ensure that resources are utilized in the most effective manner possible. With the right CMMS software, financial institutions can not only improve efficiency and reduce costs but they can increase customer satisfaction by ensuring that their assets are properly maintained throughout their life-cycle and operating in top condition at all times for customers.

Interested in learning more about the measurable improvements you can expect to make in facilities’ maintenance, asset management,
and overall operations?

Streamline Operations

Streamline operations over a geographically dispersed property portfolio

Automate Maintenance

Automate work orders and preventive maintenance to assure compliance

Track Assets

Track and manage lifecycle of assets efficiently with QR Code Technology

Increase Productivity

Improve productivity and response times with easy-to-use Mobile App

Asset Management & Optimization

Many financial institutions lack real-time visibility into the operational performance of their own assets due to manual processes or disparate systems. This can lead to costly missteps, compliance issues, and customer dissatisfaction.

PropertyTRAK’s CMMS allows for the identification and categorization of assets across multiple branches so that information is easily accessible to the whole organization from branch employees or facility managers to corporate leadership.

A CMMS solution enables financial institutions to gain better insight into asset management and performance through detailed reporting capabilities and real-time data tracking.

By leveraging the capabilities of a CMMS, financial institutions can optimize asset management resulting in better cost management, identification of trends in performance, and faster response times.

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Streamline Operations Across Branches

A CMMS can help standardize maintenance processes to ensure consistency in preventive care, corrective action, and inventory management among all branches. PropertyTRAK’s software provides visibility into operations across all locations so that problems are quickly identified and addressed before they become critical.

PropertyTRAK’s SaaS database provides the latest status and updates from anywhere, ensuring that all branches are working off the same data at any given point in time. Streamlined operations and data leads to consistency across each branch building of the Bank’s brand and perceived quality to their customers. PropertyTRAK’s system can handle operations for the whole or be broken down to the branch level.

‘Divisions’ provide a management view of activities for groups of Properties. The ‘Regional Control’ can be implemented for launch branch regions with local managers that can approve work for local budgets.

Learn More

Streamline Operations Across Branches

A CMMS can help standardize maintenance processes to ensure consistency in preventive care, corrective action, and inventory management among all branches. PropertyTRAK’s software provides visibility into operations across all locations so that problems are quickly identified and addressed before they become critical.

PropertyTRAK’s SaaS database provides the latest status and updates from anywhere, ensuring that all branches are working off the same data at any given point in time. Streamlined operations and data leads to consistency across each branch building of the Bank’s brand and perceived quality to their customers. PropertyTRAK’s system can handle operations for the whole or be broken down to the branch level.

‘Divisions’ provide a management view of activities for groups of Properties. The ‘Regional Control’ can be implemented for launch branch regions with local managers that can approve work for local budgets.

Learn More

Making a Business Case for a CMMS

PropertyTRAK is a premium integrated solution that provides managers with a comprehensive view of operations across all locations and is ideal for facilities managers overseeing bank branches, headquarter buildings, ATMs, and retail banking locations around their communities. The system is packed full of robust features and comes with expert technical support at a very low investment. Streamlined operations, improved real-time communication, and extensive data lead to consistency across each branch can improve the bottom line and the Bank’s brand and perceived quality to their customers.

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Mobile App

Increase productivity for staff resources with the use of the PropretyTRAK’s easy-to-use mobile app. Employees or vendors can receive updates and assignments anywhere resulting in rapid response and timeliness of and improving work process and client customer satisfaction

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QR Codes

Track assets with QR Code Technology that ties service requests and work orders to proper assets/equipment and guarantees performance compliance and extended useful life of assets. Additionally, warehouse asset storage can be tracked and conveniently utilized as needed.

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Reporting & Budget

Take advantage of extensive reporting and budgeting advantages due to the flexibility of configuration and setup. PropertyTRAK can help banks document that their compliance requirements are at least satisfied or even exceeded with scheduled inspections and scheduled maintenance.

FACILITY & ASSET MANAGEMENT IN BANKING

THE ROLE OF A CMMS IN A COMPETITIVE MARKET

The selection of a leading-edge software solution for facilities management allows bank management to leverage improved systems and technologies to support business goals and minimize business interruptions.

Today, banks can implement software solutions that allow them to strategically manage their facilities and create gains that benefit the organization’s bottom line.

Free Downloadable PDF

DOWNLOAD THE CMMS & BANKING E-BOOK NOW

CLIENT TESTIMONIALS

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CLIENT TESTIMONIALS

"PropertyTRAK was a game changer for our organization!"

Country Club Bank

Headquartered on the Country Club Plaza, we are a multi-divisional financial institution with 22 locations in the Midwest. Quality, performance and dependable relationships are critical to us. PropertyTRAK provides a platform to ensure our bank buildings across the region are well-maintained for the shared group experience of our associates, clients and tenants.

PropertyTRAK makes it easy to both alert us of issues requiring immediate attention and to schedule recurring work for buildings, equipment and our fleet of service vehicles and ATMs. It integrates service requests rated for urgency, work orders, asset management, consumable inventory, QR codes and reporting for analysis and cost management.

Given all of the properties and hard assets we maintain, I can’t imagine doing this without PropertyTRAK; it was a game-changer for our organization.

Mary O’Connor

EVP, Logistics/ Creative Brand Management

"You have been amazing!"

Waddell & Reed

Waddell & Reed is one of the oldest financial investment institutions in the country with a large campus of buildings, offices, and conference centers. PropertyTRAK’s solution is critical to our firm’s bottom line. They make it easy for our employees to submit service requests, either as users or on a web form.

We can schedule and maintain both day to day and preventive maintenance needs and then use the mobile app to document the work performed on-site. We have relied on PropertyTRAK for more than fourteen years. Thank you for the ride – you have been amazing!

Mick Drummond
Director of Facilities

"Fulfills our value-added goals"

Intrust Bank

Intrust Bank has fifty-six facilities across Kansas and Oklahoma. We are known for innovation – the first to offer drive-thru banking and an early adopter of computer systems and ATMs. In 2006, we implemented PropertyTRAK to automate our facilities maintenance.

Both parties have grown and expanded over the years. PropertyTRAK can be used to manage multiple departments and emergency preparedness. Its mobile app handles work orders with custom checklists and can add photos and documents.

PropertyTRAK continues to fulfill our value-added goals by leveraging our great team of maintenance technicians in the work they do!

Chad Depew
Facilities Manager

"Helping us do great things for our customers"

Arvest Bank

Arvest provides community banking services with 19 facilities in the two-state region around Kansas City. PropertyTRAK is a robust work order solution for our banks that help us be responsive to daily service requests and to plan our preventive maintenance needs. Recurring work orders and checklists are easily set up and are great for everything from monthly branch inspections to semi-annual HVAC maintenance. There’s not a department in our group that can’t benefit from this solution. Thanks, PropertyTRAK, for helping Arvest do great things for our customers.

Lynn Anderson
Property & Branch Service Manager

"PropertyTRAK was a game changer for our organization!"

Country Club Bank

Headquartered on the Country Club Plaza, we are a multi-divisional financial institution with 22 locations in the Midwest. Quality, performance and dependable relationships are critical to us. PropertyTRAK provides a platform to ensure our bank buildings across the region are well-maintained for the shared group experience of our associates, clients and tenants.

PropertyTRAK makes it easy to both alert us of issues requiring immediate attention and to schedule recurring work for buildings, equipment and our fleet of service vehicles and ATMs. It integrates service requests rated for urgency, work orders, asset management, consumable inventory, QR codes and reporting for analysis and cost management.

Given all of the properties and hard assets we maintain, I can’t imagine doing this without PropertyTRAK; it was a game-changer for our organization.

Mary O’Connor

EVP, Logistics/ Creative Brand Management

"You have been amazing!"

Waddell & Reed

Waddell & Reed is one of the oldest financial investment institutions in the country with a large campus of buildings, offices, and conference centers. PropertyTRAK’s solution is critical to our firm’s bottom line. They make it easy for our employees to submit service requests, either as users or on a web form.

We can schedule and maintain both day to day and preventive maintenance needs and then use the mobile app to document the work performed on-site. We have relied on PropertyTRAK for more than fourteen years. Thank you for the ride – you have been amazing!

Mick Drummond
Director of Facilities

"Fulfills our value-added goals"

Intrust Bank

Intrust Bank has fifty-six facilities across Kansas and Oklahoma. We are known for innovation – the first to offer drive-thru banking and an early adopter of computer systems and ATMs. In 2006, we implemented PropertyTRAK to automate our facilities maintenance.

Both parties have grown and expanded over the years. PropertyTRAK can be used to manage multiple departments and emergency preparedness. Its mobile app handles work orders with custom checklists and can add photos and documents.

PropertyTRAK continues to fulfill our value-added goals by leveraging our great team of maintenance technicians in the work they do!

Chad Depew
Facilities Manager

"Helping us do great things for our customers"

Arvest Bank

Arvest provides community banking services with 19 facilities in the two-state region around Kansas City. PropertyTRAK is a robust work order solution for our banks that help us be responsive to daily service requests and to plan our preventive maintenance needs. Recurring work orders and checklists are easily set up and are great for everything from monthly branch inspections to semi-annual HVAC maintenance. There’s not a department in our group that can’t benefit from this solution. Thanks, PropertyTRAK, for helping Arvest do great things for our customers.

Lynn Anderson
Property & Branch Service Manager

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