Other Solutions

 

uPlan^®

The Benefits Plan Manager enables financial institutions to help employers manage benefits accounts, such as Health Savings Account (HSA), from account setup to ongoing funding and administration of the benefits plans. The service provides a unique employer portal for the plan administrator, employers and employees.

 

uMonitor's Benefits Plan Manager is the first service of its kind that is available on the market today for financial institutions to better manage setup and ongoing administration of benefits accounts such as IRAs and HSAs. The service provides a unique employer portal for each participating employee and plan administrator. It enables financial institutions in helping employers manage their benefits accounts from account setup, to ongoing funding and administration of the plan. This service allows financial institution personnel, as well as employers, to register participants and create corresponding accounts in the financial institution systems. It also allows the participants to choose their contribution amount(s) and their contribution method. The service facilities the funding of the account from payroll deduction to depositing it in the system.

 

Taking full advantage of uMonitor's uOpen & uFund^® as well as uTransfer^® money movement capabilities, the service allows financial institutions the unique ability to create real time account setup, one time and ongoing funding of the accounts, monitoring for all regulatory compliance, as well as assist in account roll-over and transfers.

 

uVerify^®

uMonitor's Identity Verification Service is for ongoing monitoring and verification of your customer information. It ensures Patriot act compliance, including OFAC check and address verification of your entire customer base, along with the unique ability to make address corrections and generate notices. The service allows financial institutions to take one or all of its existing customers' vital information and compare it against verification databases from one or more sources and identify any restrictive flags or mismatch of information. By applying financial institution defined rules, the exceptions are identified and processed. Taking advantage of extensive third party services, as well as core banking system interfaces, the process is streamlined for optimum scanning and correction of information. The service is unique in its ability to integrate into the financial institution work flow, as well as its ability to integrate business rules, while reducing manual data handling.

 

uPresent^®

uMonitor offers next generation bill management service that lets you review your bills online, and make your payment in biller-direct mode or through a third party payment processor. This uMonitor solution can be offered with other modules like uView^® or can be integrated with your existing bill payment solutions to offer bill presentment and biller-direct payment services.

 

The growth in bill payment service slowed down when early adopters found it difficult to use the service. They had to manually collect all the bills, enter information in the online bill payment service, and wait several days for payment to be posted by the billers. This next generation service powered with uMonitor technologies makes the online bill payment service easy to setup and easy to use. Many users prefer to pay directly at the biller's site, thus avoiding delays in payment by a third party processor. uMonitor's uView^®, with its single sign on capability, makes it easy for the user to get all their information in one place and allows them to get to all their billers directly with one click. This powerful service can be standalone or integrated with other modules like uOpen & uFund^®

 

uDocument^®

This Document Management System, fully integrated with uAdvise^®, is part of our relationship management service. It enables financial institutions and financial professionals to conveniently and securely manage and exchange documents with their clients.

 

The Document Management System (DMS) is a relationship management tool. DMS enables Financial Institutions and Financial Professionals to conveniently manage and exchange documents with their clients in a secure environment. Our system allows both sides to create, manage, store and share the documents with one another. The system also enables the Financial Professional the ability to set reminders for follow-ups, modifications, etc.

 

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