Wer nutzt diese Software?

Financial Institutions

Durchschnittliche Bewertung

11 Bewertungen
  • Gesamt 4.4 / 5
  • Benutzerfreundlichkeit 4.1 / 5
  • Kundenservice 4.8 / 5
  • Funktionen 4.3 / 5
  • Preis-Leistungs-Verhältnis 4.2 / 5

Produktinformationen

  • Kostenlose Version Nein
  • Gratis Testen Nein
  • Einsatz Installiert - Mac
    Installiert - Windows
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • FPS GOLD
  • http://www.fps-gold.com
  • Gegründet 1964

Über CIM GOLD

Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD Core Banking makes it easy to compete, profit, and thrive. And after more than 50 years of experience in the finance industry, we are still known for and proud of our preeminent customer service and close relationships with our clients.

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CIM GOLD Funktionen

  • ATM-Management
  • Compliance-Verfolgung
  • Corporate Banking
  • Einzelhandel-Bankgeschäft
  • Investmentbanking
  • Kreditkartenmanagement
  • Mehrere Branchen
  • Online-Banking
  • Private Banking
  • Risikomanagement
  • Sicherheitsmanagement
  • Transaktion-Überwachung
  • Abrechnung & Rechnungsstellung
  • Anlagegegenstand-Management
  • Bestellungen
  • CPA-Firmen
  • Fondsrechnung
  • Forderungen
  • Gemeinnützige Organisationen
  • Kontenabgleich
  • Kostenverfolgung
  • Lohn- und Gehaltslisten-Management
  • Projektbuchhaltung
  • Regierung
  • Steuermanagement
  • Beziehungs-Nachverfolgung
  • Einfluss-Nachverfolgung
  • Gebietsmanagement
  • Haushalts-Nachverfolgung
  • Konto-Benachrichtigungen
  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Management
  • Team-Aufgaben
  • Vermögensverwaltung
  • Audit Trail
  • Dashboard
  • Dokumentenmanagement
  • Komplexe Schuldstrukturen
  • Leadmanagement
  • Pipeline-Management
  • Publicity-Management
  • Risikomanagement
  • Trend-Analysen
  • Vermögensverwaltung
  • Datenquelle-Integrationen
  • Datenvisualisierung
  • Funktionen / Berechnungen
  • KPI-Überwachung
  • Private Dashboards
  • Wertungslisten
  • Widgets
  • Öffentliche Dashboards
  • Autokredite
  • Automatische Fonds-Verteilung
  • Baudarlehen
  • Bearbeitung von Krediten
  • Compliance Management
  • Gebühren Management
  • Geschäftskredite
  • Inkasso-Management
  • Investor-Management
  • Kundendatenbank
  • Rechnungsführung
  • Sicherheiten-Tracking
  • Studiendarlehen
  • Tilgungsplan
  • Verwalten von Anwendungen
  • Audit Trail
  • Bearbeitung von Krediten
  • Compliance Management
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kundenmanagement
  • Onlinebewerbung

Die hilfreichsten Reviews für CIM GOLD

CIM Review

Bewertet am 15.8.2019
Emily N.
Deposit Operations Manager
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: CIM Gold helps us to run daily reports, work daily return reports, submit eACH orginination batches for our clients, look up information related to clients and their relationships as a whole with our bank. It also allows us to target potential clients by having Gold Writer reports created an narrow down a specific target clientele we can target a specific banking product to. An example of this, we decided to push our mobile deposit product on our APP. We ran goldwriters to extract who our online clients are who are signed up but had not used mobile deposit. Then we cleaned up the list and narrowed down even further for marketing budget purposes till we felt good about what we had. We mailed out around 1000 $5 checks to these folks encouraging and incentivizing them to use mobile deposit. We had a 20%+ rate of return which is incredible for our bank!! We are still using this as a way to promote mobile deposit at the personal banker/new account offices with $5 checks to encourage folks to sign up. This is just one example of how CIM Gold has helped us to build deeper relationships with our clients.

Vorteile: Our f/I has used FPS as our core for 24+ years. I can say I have been with our f/I 21 years and been through a few versions of CIM. CIM GOLD is by far the best version produced! I feel it is user friendly and you can find information easily and multiple ways. The enhanced interface and tiles are two of my favorite features. Speed keys on the CIM side make routine searches even easier as they take you right to the place you need to go without having to start somewhere else. There is a ton of functionality and we are always learning to use new features or look at new reports. We have also helped FPS to develop and test features and products as well.

Nachteile: There are not many cons from my perspective. As the Operations Manager, I use CIM extensively for deposit accounts and information related to our clients. I have very limited knowledge of the loan side. The biggest frustration we have had recently is losing internet service and CIM hiccups - for lack of a better explanation- [especially a technical one I can't even begin to give :) ] when CIM hiccups, it closes out and you have to reopen. This is not the end of the world by any means but is frustrating and for us, this is just part of the rural community we support.

The staff at FPS is great to work with! They're quick to respond & help with the resolution process.

Bewertet am 24.5.2018
Ricardo P.
VP/Branch Manager
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Vorteile: The ease of customization FPS allows is great! It allows the bank to have a say on how the software should perform to maximize the banks efforts within the market it operates in. The change from Fiserv to FPS was a great move because of all the added functionality and the client support we receive from staff and our account manager. Our account manager advocates for our needs and is responsive to our requests.

Nachteile: There are still improvements that can be made. Our bank is more commercial focus than retail customers. Adding functionality to compete against larger banks is warranted.

Overall experience is positive, great functionality and easy to use.

Bewertet am 23.5.2018
Naher E.
VP/Branch Services Manager
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis

Vorteile: The best part of the system is ease of use. The tabs and search feature makes it easy to find information needed but there are a lot of tabs that may be eliminated if the fields were combined within other tabs

Nachteile: There is a lot of navigation required to retrieve information which could be found in one area. The system could communicate better within itself to eliminate duplicate file maintenance requirements. Help screens and online banking (activity logs) should be updated for ease of use.

CIM GOLD

Bewertet am 5.9.2019
Kristina K.
VP/Retail Operations Manager
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: System is easy to navigate but can still use some upgrades in the Platform area.

Vorteile: F1 help - most answers can be found here

Nachteile: Platform - outdated and not user friendly.

FPS Staff response is excellent

Bewertet am 24.5.2018
Patrick K.
President
Bankwesen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
3 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: FPS Gold is a single source vendor which can do all we want. While there are other vendors that tie in to provide ancillary services, we moved away from 10 companies pointing the finger at each other when there is a problem.... simplified vendor management.

Nachteile: We are a small bank and the cost of all of the bells and whistles that customers desire is daunting regardless of the vendor.

Lies weitere Bewertungen