Landmark Technology Partners recently launched the latest version of a breakthrough sales, service, and processing software.

 

 

Landmark Launches new version of BankBroker

BankBroker is an internet-deployed software product that is built with enterprise technology components. BankBroker offers untold business solutions on the back of its industry-leading technology. Running on Oracle 10g, Java and our own Patent Pending ‘aXiom’ data synchronization engine, we have built the foundation that scales to enterprise volumes. BankBroker requires only a standard browser and an internet connection and provides a rich client for sales, management, operations and finance personnel.

 

Business functionality and more
The BankBroker suite of business solutions is uniquely equipt to answer your business's specific challenges. Your front office, middle office, and back office personnel all have individual needs and system requirements, and all have to see consistent information from across the entire firm. BankBroker provides a truly collaborative environment that shows the entire horizon as well as provides for specific functionality to sales, operations, finance, compliance and management personnel.

Nowhere else will you find a technology that is truly built for you and your business. Take a look at the specific business solutions that BankBroker can provide for your company. If the features and functionality below look like they'll be a fit for your business, be sure to contact us for more information about integrating BankBroker into your day-to-day operations.

 

Metadata approach
BankBroker Offers Meta Data Driven Software and is configurable through the use of Meta Data.
Meta Data (e.g., data about data) are rules, tables, table values, status flags and properties that customize the behavior of BankBroker to your specific needs.  By using meta data instead of code, we are able to run many clients on one copy of the software.  Because our clients can maintain most of this meta data, they can prototype solutions and rapidly modify BankBroker.  This slashes the time needed for you to make changes to your software and improves the quality of the overall solution we deliver.  We make heavy use of meta data in the areas where we find volatility to business processes and/or variability between our clients.  Commissions accounting, business process automation/ workflow automation, data integration, and reporting are areas in our software that are driven by meta data.
 
Sales Automation
Automating and coordinating numerous tasks critical to your business's success is a core functionality that you need to optimize the way your time and energies are expended. BankBroker folds several of these important functions into a single platform. Click the link above to find out what BankBroker can do to help you better automate your sales process.

Process automation
As your advisors leverage their contact aggregation and account aggregation capabilities to build and enhance their relationships, you are now faced with many new options and capabilities surrounding processing your business that you never had before. BankBroker is an ideal tool for this sort of process automation. Click the link above for more information.

Data integration
Data Integration is a core functionality offered by BankBroker. We connect with any institution that holds your business, and consolidate it into a single, easy-to-manipulate environment. If this is an offering that you think would be of use to you and your company, click the link above for more information.

Workflow automation
If you're doing business, you have a need to view and manipulate assigned work and tasks, as well as potential overflows and conflicts. This kind of tracking, analytics, documentation, and management is precisely what the BankBroker product does best. Click the link above to find out more.

Compliance review
You have an obvious and ever-present need to ensure that your trading and selling practices are followed. In order to accomplish this, it's necessary to have the ability to look at the business volumes and activities conducted. This is another capability which lies within the BankBroker suite of business solutions.

Commissions accounting
You undoubtedly have a series of payout plans; many of these will inevitably be individual and complex. BankBroker's robust rules engines can set up and administer these difficult processes for you. Click the link above for further details as to how.

Lead, referral, and goal management
You need access to view and maintain the numerous leads, referrals, and goals that are a part of your daily business life. This access has to be simple and fluid in order for you to capitalize on these leads and referrals and meet these goals. BankBroker is an instrument that enables you to seamlessly keep tabs on these vital metrics.

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