uMonitor Solutions

As part of Parsam's dedication to customer satisfaction, we offer a great line of innovative uMonitor solutions specifically designed to help financial institutions and financial professionals give their customers the most up-to-date financial services. These proven solutions are flexible, configurable, customizable and private labeled, giving financial institutions of all sizes the ability to reach out to untapped markets, increase customer satisfaction and improve cross-selling ratios via the internet. uMonitor's – typically deployed as a software as a service solutions help financial institutions improve their positioning by leveraging the online channel, allowing customers to all of the services found in a brick and mortar branch – online, 24 x 7.

 

uMonitor offers professional services that focus on creating solutions that meet the specific needs of an institution. This level of customization is possible due to component-based architecture that enables financial institutions of all sizes to deploy the appropriate uMonitor solutions and to continue to build onto their solutions to create the most robust offerings to their customers.

 

uMonitor solutions are also offered for the branch and call center, helping financial institutions improve their workflow, unifying procedures across all channels. The service-oriented architecture of uMonitor solutions allows financial institutions to streamline their processes to increase profitability, generate new revenues and improve regulatory compliance and employee productivity, while reducing costs. uMonitor solutions are seamlessly integrated into the financial institution’s services and are both easy to deploy and easy to use.

uOpen & uFund^® - Online Account Opening and Online Funding

uOpen & uFund^® is an online account opening and funding solution with switch kit that automates the setup of new accounts (both deposit and loan accounts) with improved application completion rates, regulatory compliance, back office efficiencies and customer satisfaction. uOpen & uFund^® leverages the online channel to onboard new customers and increase deposits, providing brick and mortar services to customers – 24 x 7. uOpen & uFund^® is also available for the branch and call center to streamline the account opening process, reduce costs and increase back office efficiencies.

 

uTransfer^® - Funds Transfer Solution

uTransfer^® is an account-to-account funds transfer service that allows financial institutions to offer online money transfer capabilities to their customers, thereby offering new conveniences and creating new ways to generate ongoing transaction revenue. uTransfer^® is a beneficial solution for customers who need to transfer funds from an outside account for loan payments.

 

uSwitch^® - Online Switch Kit

uSwitch^® is an online switch kit that provides a simple process for financial institution’s customers to transfer all of their existing financial relationships – deposit accounts, loan accounts, direct deposits, automatic payments and credit cards- from other financial institutions over to your financial institution. This solution is offered integrated in the uOpen & uFund solution and as a stand alone online solution for existing customers to switch their financial relationships. It is also available as an integrated offering in the branch new account opening process to deepen relationships of new customers.

uView^® - Premium Account Management

uMonitor’s Premium Account Management is the most innovative financial technologies platform which allows customers to view and manage all of their financial and non-financial information on one convenient platform with access to comprehensive information aggregation data from thousands of sources and the ability to create new revenue opportunities.

 

uAdvise^® - Advisor Services

uAdvise^® provides a private portal with web based Customer Relationship Management (CRM) tools to financial professionals to enhance client services and improve productivity.

 

uMonitor’s Other Solutions

uMonitor offers the following more specific niche solutions that enable financial institutions to automate processes in their branches and back office.

 

uPlan^® - Benefits Plan Manager

uPresent^® - Bill Presentment and Payment

uVerify^® - Entire Customer Base Verification

uDocument^® - Document Management System (DMS)

Professional Services - Customized Solutions

Benefits to Financial Institutions:

• Leadership in the direct banking world.
• Improved workflow and productivity.
• Latest innovative technology.
• Improved time-to-market.
• Improved revenue with cross-sell and up-sell possibilities.
• Reduced delivery costs and acquisition costs.
• Branch functionality online
• Delight your customers.
• Be the primary financial institution for your customers.

Benefits to Customers:

• Transactional online banking experience.
• Convenient, 24x7 service.
• Full branch functionality, online.
• Easy to use.
• Faster turnaround.
• Delightful experience.