Banking & Financial Institutions

Facility operations leaders in the financial industry face many challenges today including bank mergers, rebranding, renovation, and growth. New services and new competitors have made the retail bank branch critical to the customer experience — impacting both retention and new customers.

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 with more efficiency.

PropertyTRAK is designed to deliver the ideal CMMS benefits for mid-sized banks with 6-250 branches— including the bank headquarters and other branch locations. Your procedures, work teams, regional oversight are the basis for configuring the application. We have many positive examples of use and testimonials from banks that have benefited from using PropertyTRAK.

PropertyTRAK provides a single cloud-based platform for all your employees and management staff, to submit Service Requests that are automatically routed to the appropriate department manager/technicians to resolve a problem. Our standard and custom reports yield the documentation details required by many governmental organizations. With our Emergency Preparedness module, you can perform and document fire-drills and other inspection procedures as required by government and private regulatory organizations. Seamless communications with internal staff and external vendors can be tied to assets to help optimize preventive maintenance and reactive maintenance procedures; and ultimately support the development of capital and operating budgets.

 PropertyTRAK transforms any facility’s fragmented information into one organized, easily accessible solution designed for intelligent management.

PropertyTRAK is designed to help you manage the entire range of your facility operational responsibilities including software access control for all USERS (Employees, Staff/Technicians, Management and Vendor Suppliers). You control who can access data about specific buildings, departments, applications, and assets; and individually what they can do – View Only, Edit, Delete, see Costs, and see Reports.

The variety and scope of bank related buildings can require many types of operational support by management, staff, and employees, and across multiple departments such as IT, Security, Fleet Services and Facilities. PropertyTRAK is designed to be uniquely configured for the specific needs of purpose designed buildings. In addition, PropertyTRAK can also support the diverse needs of regional facilities that support smaller communities and their needs.

SCHEDULE A DEMO

There are many more great features and customizations than we can pack into our website, so give us a few minutes of your time and we’ll tell you all about what PropertyTRAK can do for your business. Small, medium, or large, we are your operations and maintenance solution!

REQUEST. APPROVE. WORK. RESULTS.

Total control in the

START A SERVICE REQUEST

There's no better place to initiate a service request than where the service is needed. Open a service request right from your phone or tablet.

SCAN QR CODE TO TRACK & SERVICE

PropertyTRAK provides unique QR codes to tracks assets and equipment. When it's time for inventory or service, a quick scan ensures accuracy and compliance. 

MANAGE PROPERTIES & EQUIPMENT

With the ability to attach photos and documents, details about properties, equipment acquisition, maintenance logs, and financial data are all at your fingertips.

COMMUNICATE WITH TEAM & VENDORS

Automated email and instant messaging capabilities keep the team and outside vendors in the loop and on-task, increasing productivity, saving money and time.

palm of your hands.

TRACK WORK ORDER PROGRESS

Easily sort Work Orders by priority, department, and even common requests. Extensive reporting tools provide a complete history of staff, properties, and more with just a few clicks.

RESERVE A MEETING ROOM

Our new floorplan interface lets you see room layouts, as-built drawings, available equipment, furniture and more. Check the calendar and reserve a room for your next meeting.

INITIATE EMERGENCY RESPONSE PLANS

When emergency strikes, time is of the essence so the PropertyTRAK app offers customizable rapid response plans and critical messaging at your fingertips.

MANAGE PROJECTS & CALENDARS

PropertyTRAK provides a flexible calendar for tracking tasks, projects, and staff. Work orders are automatically added so you never miss a request or status update.

REQUEST. APPROVE. WORK. RESULTS.

Total control in the palm of your hands.

START A SERVICE REQUEST

There's no better place to initiate a service request than where the service is needed. Open a service request right from your phone or tablet.

SCAN QR CODE TO TRACK & SERVICE

PropertyTRAK provides unique QR codes to tracks assets and equipment. When it's time for inventory or service, a quick scan ensures accuracy and compliance. 

MANAGE PROPERTIES & EQUIPMENT

With the ability to attach photos and documents, details about properties, equipment acquisition, maintenance logs, and financial data are all at your fingertips.

COMMUNICATE WITH TEAM & VENDORS

Automated email and instant messaging capabilities keep the team and outside vendors in the loop and on-task, increasing productivity, saving money and time.

TRACK WORK ORDER PROGRESS

Easily sort Work Orders by priority, department, and even common requests. Extensive reporting tools provide a complete history of staff, properties, and more with just a few clicks.

RESERVE A MEETING ROOM

Our new floorplan interface lets you see room layouts, as-built drawings, available equipment, furniture and more. Check the calendar and reserve a room for your next meeting.

INITIATE EMERGENCY RESPONSE PLANS

When emergency strikes, time is of the essence so the PropertyTRAK app offers customizable rapid response plans and critical messaging at your fingertips.

MANAGE PROJECTS & CALENDARS

PropertyTRAK provides a flexible calendar for tracking tasks, projects, and staff. Work orders are automatically added so you never miss a request or status update.

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