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Name: Russell Seeney (Partner admin)
 

Solution

 

Credit Union Financial Information System (CUFIS)

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Solution description in local language:

A Credit Union package designed for the smaller institution. Easy to use and full featured. Desktop or Server-based system.  Now you have a choice.

FLEXIBLE SOLUTIONS
Because of the demands on a credit union by its members, its board of directors, federal regulations and competitive pressures, the system was developed to be comprehensive and extremely flexible providing you with a competitive edge.  A simple, yet comprehensive truly open solution, allowing you to integrate other applications you choose.

LIMIT YOUR COST OF GROWTH
The robust scalability of our application allows you to grow from a small desktop computer to a larger server-based system depending on your needs with a minimal impact. There is no need to retrain, or convert your data as you expand your system. It means the small CU has full access to share drafts, ATM's, General Ledger and other features normally available only to larger credit unions.

EASY TO USE
The system is designed to be user friendly by using menus to make all your program selections easy. A help function will answer your question when you're not sure how to proceed. But, for those instances you want to make sure, our friendly staff is always readily available to support you. A batch operations program that is as simple as setting your alarm clock, you select what you want run when, and go home.

SAVINGS & SHARE DRAFT ACCOUNTING
• Unlimited number of savings
• Split rate dividends
• Several dividend methods
• Savings, Checks, Regular, Club, Certificates, IRA's
• Saving transaction history
• Automatic payroll deposits
• Overdraft and notices program
• Cross account pledge reduction
• Check and Receipt printing
• Checking overdraft protection

LOAN ACCOUNTING
• Unlimited number of loans
• Split Rate interest rates
• Closed, Open-end and Variable
• Late charges
• Credit Bureau reporting
• Loan transaction history
• Flexible delinquency notice formats
• Payoff calculations
• Check printing
• Automatic Saving to loan transfers

GENERAL LEDGER
• Comparative Income Statement
• Financial Statement
• Daily Integration to GL
• Change in Working Capital Report
• Flexible account numbering
• Branch office account
• Expense Proration
• Full Integration

REPORTING
• All reports as needed, on demand
• Saving or loan Inquiry reporting
• Audit trail reporting
• Label printing subsystem
• A complete set of reports for Daily. Weekly, Monthly and Quarterly
• On-line teller balancing
• OFAC reporting

OPTIONAL FEATURES or SERVICES
• Voice Response system
• Pre-installation and network design, installation and support
• Statement & newsletter printing with dynamic graphics, inserting, mailing
• EDP & EC1, EC2 review and remediation assistance
• Assistance with Tech Plans, security, disaster recovery testing

TECHNOLOGY
• The system has gone through 21 years of evolution
• Windows 2000 or 2003 Server based
• Desktop can be Windows 2000 or XP
 

Solution details:

Solution type:
Software Offering
Product:
Windows
Microsoft Windows Terminals (Windows Terminal Services)
Microsoft Windows XP Professional
Windows Server System
Microsoft Windows Server 2003 Family
Microsoft Windows Server, Prior Versions
Sales channel:
Direct from organization
Implementations in last 12 months: 3-5
Relevance to Microsoft technologies:
Requires a Microsoft application to run
Solution price:
$5,001 to $15,000
Horizontal solution areas:
Finance, Accounting, and HR
Accounting Software
Finance Applications
Industry & vertical target market and solution areas:
Financial Services
Banking
Business Management
General Ledger / Finances
Core Systems-Retail Banking
Consumer Loans
Deposit Accounts
Residential Mortgage Loans
SIC/NACE code: 522130
Company size:
Small Business - 1-49 employees
Location availability: United States, Hawaii
Languages supported:
English
More info: http://www.pbshawaii.com/
Created: by Russell Seeney on 12/17/2005 8:17 AM GMT
Last modified: by Russell Seeney on 12/22/2005 8:22 AM GMT

Contact information:

Solution contact: Russell Seeney
Solution contact phone: 808-545-3722
Partner: PACIFIC BUSINESS SERVICES INC

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  Send mail to pbs_hawaii@yahoo.com
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