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.
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.
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.
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.
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
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.
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
[hover over card to pause]
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
"Thank you PropertyTRAK!"
Pinellas Suncoast Transit Authority
At PSTA (Pinellas Suncoast Transit Authority), we maintain a wide range of bus transit operations in the Central Florida Gulf Coast. PropertyTRAK has helped to manage our large campus of Administration & Operations buildings, Terminals and stops on 40 routes with over 4,600 bus stops. To conduct repairs, track and maintain; building maintenance, equipment maintenance, bus wash facilities, bus shelters, and cleaning schedules.
PropertyTRAK provides efficient tools to organize the workload, assign work, and maintain a history of each location & equipment. Their Mobile App helps us service our satellite facilities, perform recurring preventive maintenance, inspections and maintain our quality standards. Thank you, PropertyTRAK!
Missy Nevitt
Superintendent of Facilities
"Helps our Team get the job done!"
Kauffman Center for the Performing Arts
The Kauffman Center for the Performing Arts is the architectural symbol of a modern Kansas City, with amazing venues for world-class opera, symphony, and ballet performances. PropertyTRAK helps us meet and exceed the challenges of coordinating and maintaining our exceptional performing arts center.
Scheduled preventive maintenance provides equipment uptime that is critical to our performance environments needing precise humidity and temperature requirements. To keep our top-notch food service equipment and serving areas inspection ready, we create work orders with our inspection checklists and equipment maintenance procedures. We love the customizable reports and the ease of use! PropertyTRAK helps our great team get the job done well!
Bill Miller
VP of Operations
"Great tool for a Great Facility!"
Kansas City University
KCU has two medical science campuses – Kansas City and Joplin, MO – chose PropertyTRAK five years ago because of the configurable flexibility of its solution. PropertyTRAK has proven itself and we continue to expand and implement more capabilities.
We use many of their configurable capabilities to make us more efficient – Dashboard for overview, Checklists for maintenance, Automated notifications for late work, Reports for trends, and Consumable Inventory for accurate accounting and cost reduction. We associate equipment with QR codes with maintenance activity that helps predict our capital replacement budgets.
PropertyTRAK delivers great tools for a great facility!
Kevin Cambers
Facility Manager
"Brings order to our chaos"
Berkeley Repertory Theatre
As the Berkeley Repertory Theatre, we maintain performance theatres for the public, classrooms for students, and warehouses and offices in clusters of city buildings located in two parts of the city.
PropertyTRAK gives us valuable tools to schedule preventive maintenance, track room reservations, stay on top of inventoried items, and respond quickly to issues that come up. They provide us with a flexible system with broad capabilities so we can be assured our buildings, classrooms, and spaces are ready, safe and sustainably maintained. PropertyTRAK brings order to our chaos!
Mark Morrisette
Facilities Director
"Helps us plan, organize & track"
Community Library System
We are a network of seven libraries in North Idaho with wide-ranging facility needs and have been a long-time client of PropertyTRAK. Modern libraries are more than books; we empower discovery through audiobooks, multi-media programs, educational internet access, and comfortable meeting rooms.
PropertyTRAK helps us plan, organize, and track all of our equipment and maintenance needs. PropertyTRAK’s responsive phone and internet support helps us provide a safe environment for our members. Thanks for all your help!
Randy Zepeda
Facilities Manager – FMP
"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
"Improved our ability to spot and report operational trends"
Compass Health Network
Compass Health is a network of seventy locations across Missouri including clinics, family services offices, and a hospital.
We have expanded our use of PropertyTRAK throughout the last five years. We set up recurring preventive maintenance and inspections using custom checklists, track equipment assets with QR Codes, and manage our consumable inventory and suppliers. With their customizable reports we have improved our ability to spot and report operational trends.
We have been able to standardize operating procedures so we can meet corporate expectations and government compliance. Emergency Response Plans and critical group messaging is essential for us. PropertyTRAK has become a useful tool for Compass Health!
Daniel Grzenia
Senior Director of Facilities
"Saves staff time & money"
Metro Park Warehouses
Our Logistics Services of Metro Park Warehouses need to operate 24/7, so access anytime and anywhere is critical. We continue to expand our use of PropertyTRAK to support about 2,000,000 square feet of dry and temperature-controlled spaces and warehouses.
We save staff time and money with the consumable inventory module, and the asset module helps us track over 1,500 pieces of equipment. We schedule maintenance by setting up recurring Work Orders with checklists that help staff and vendors comply with maintenance and safety procedures.
We have diverse operations and our business benefits from PropertyTRAK’s flexibility and logical structure.
Andrew T. McCoy – ProFM
Facilities Maintenance Manager
"Helped us keep our doors open"
National WWI Museum
The Liberty Tower was opened to the public in 1926 and we have now expanded the Museum to more than 100,000 square feet. PropertyTRAK has helped us organize and prioritize maintenance throughout all our areas of operation.
It is an easy-to-use service request system for our employees, sends automated notices of work order assignments to staff, and tracks completion for each department. Communication between employees, staff, and vendors has been greatly improved.
Using it has improved efficiencies so we can maximize our staff resources – a very big concern for public facilities. PropertyTRAK has helped us keep our doors open.
Chris Wyche
VP of Facilities Operations Management and Technology
"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 fits the bill for us!"
Powell Gardens
When you don’t have a process in place, you’re always in a reactionary mode rather than a preventive mode. We needed a more robust program, and PropertyTRAK seemed to fit that bill for us. Powell Gardens annually hosts several seasonal events that require substantial setup to prepare for thousands of people who attend these events. PropertyTRAK helps schedule the preparations for these events and their ongoing maintenance.
Debora Williams
Campus Superintendent
SCHEDULE A DEMO
CONNECT
8500 West 110th Street
Suite 550
Overland Park, KS 66210
+1 (913) 888-0810
info@propertytrak.com
SCHEDULE A DEMO
CONNECT
8500 West 110th Street
Suite 550
Overland Park, KS 66210
+1 (913) 888-0810
info@propertytrak.com