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.


Finding a Facilities Technology to Fit Your Processes:

To begin with, consider your needs. Then, prioritize the ones that will enable staff to deliver improved service and enhanced efficiencies right away. After deciding what you need, evaluate the available products accordingly. A good fit will match most of your key criteria.

What features do you not need and don’t want to pay for?

What are they key benefits of facilities software that your institution needs?

  • Work order tracking
  • Vendor communication
  • Preventive maintenance
  • Equipment history
  • Asset tracking
  • Reporting
  • Emergency Preparedness ERP

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.

Any type of building can be configured and organized to support the recurring work and ongoing operations of multiple departments – some examples are:

Banking Operations: ATM Equipment, Drive-Thru Tellers, Supply Services, Preventive Maintenance, On-demand Support Systems, etc.

Facility Management: Heating & Cooling, Plumbing, Storage, Lighting, Furniture/Fixtures, Sensors, Elevators, Break Room, Lobby, Backup Systems, and Utility Monitoring: Electric, Gas, Water, Waste Management, etc.

IT: Phones, Computers, Network, Emergency Power/Data/Water Backup Systems, Internet, Software, Virus Protection, Audio Visual, TVs, etc.

Security: Perimeter Monitoring, Parking Lots, Door Access, Public Entrance, Employee Entrance, Time Clock, Video Surveillance, Emergency Preparedness, etc.

Custodial: Scheduled Recurring Procedures for: Cleaning, Carpet, Trash, Recycled Materials, Air Freshener, Restrooms, Common Areas, Special Purpose Spaces, etc.

Grounds/Landscaping: Lawn, Shrubs, Flowers, Ground Cover, Fences, Signage, Sprinklers, Seeding/Fertilizer, Ice/Weather Safety, etc.

Fleet Management: Cars, Vans, Trucks, Equipment Carts, Repairs, Warranty Tracking, Accidents, etc.

PropertyTRAK captures detailed descriptions of all Service Requests and Work Order data of what, when, where and how much time and costs were incurred. These results are recorded and are available in configurable reports listing performed work details, labor hours, materials consumed, quality of service, and total costs for any work performed related to the buildings, departments, assets and people for specific events or periods of time.

Let us show you how to automate your building maintenance and work smarter!