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Fuhr Software, Inc. is committed to providing your financial institution with the highest quality technology consulting experience. Our goal is not only to save you time and money, but also to improve your member’s experience and meet your core business objectives. With the budget deficits that many companies are facing, now is the time to review costly business practices and procedures to find ways to save money rather than spend it. Please call me at 614-839-1250 ext. 1001 or send an email to
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to set up a free consultation.
MEMBER SERVICES Fuhr Software will audit your current business practice in member handling, servicing accounts, and so on. With this information, we can make indentify ways to reduce steps, improve member satisfaction, and increase productivity. • Queuing and Tracking – If you are not tracking member visits or wait times, how you can ensure that you are properly staffed? Understanding how long a member visit takes is the first step in gaining control of your lobby. • Paper Reduction – Many financial institutions already have basic software that can help them eliminate the paper trail. Not only do electronic forms eliminate readability problems and untimely delivery, but these can be stored without the need for scanning. • Software Best Practices – Software is only effective when it is used properly. If your staff does not understand time saving features like shortcuts, software can inhibit productivity instead of help it. Understanding how to properly use your software is the key to productive staff.
COMPLIANCE With increased outsourcing activity and heightened regulatory concerns, examiners are closely looking at processes and practices. Manual processes can’t ensure that your institution is following your defined business procedure. By implementing technology solutions, we can validate that procedures are being followed and keep you in compliance. • WireCentral – Our wire transfer request workflow system eliminates paper forms, illegible handwriting, and delayed delivery. Using the built-in OFAC and ABA routing database, wires are accurate and meet compliance standards. • VRMCentral (NEW!) – Our vendor risk management system maintains detailed information and NCUA risk analysis questions for each third-party relationship. Information can be transferred via reports or Excel spreadsheets for examiner use. • Documentation Best Practices – Reviewing your current policy and procedure practices, disaster recovery should be a monthly activity. Are your policies easily accessible to all members of staff? Are these procedures being followed? Do employees understand where to find the answers? If the answer is no, you are most likely out of compliance.
WEB MARKETING AND OTHER TECHNOLOGY SERVICES • Web site review, development and refurbishing. • Software training and implementation. • Computer setup, configuration, upgrades, and training.
Contact Fuhr Software today to set up a free consultation and let's get started on saving your financial institution money. |