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SMARTS is a sales management and tracking system for financial institutions. Banks, historically, have not had a defined sales function. Now, as competition has become extremely active, Banks need automated sales management and reporting that will aid them in improving their sales activities. This software is part of a total system that will help community Banks compete more effectively, as they are better able to manage the sales function and recognize their sales strengths and weaknesses.

 Incentives, referrals, and sales can be reported on all product activities selected. Management has continuous information for monitoring sales strategies and results by branches and departments.

SMARTS also includes over 40 training lessons that will help teach your employees how to sell your bank services. 

 If you would like to see an online demo of SMARTS, send us an email and we will send you a link with a userid and password and coordinate a time to go through the system.


Article by Paul Melton about S.M.A.R.T.S.           

Benefits of S.M.A.R.T.S.                                      


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Last modified: 03/02/06