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Branch Opening SmartKitsm

When it comes to opening branches, we know that realistic timelines, precise detail management and effective communication are the keys to making your expansion projects as seamless as possible. Our unique, affordable, web-based Branch Opening SmartKit is specifically designed to function as a comprehensive, pre-defined project management and document collaboration tool that is easy to access and even easier to use.

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Functional Categories

The Branch Opening SmartKit includes dozens of categories of functional areas to be addressed by the financial institution during the branch opening process including:

  • Accounting
  • ACH & Wire Transfers
  • Branch Administration
  • Compliance
  • Core System
  • Correspondent Banks
  • Deposit Operations
  • Deposit Platform
  • Deposit Product Mapping
  • Document Imaging
  • EFT Debit Card
  • Facilities
  • Human Resources
  • Insurance
  • Internet Banking
  • Item Processing
  • Loan Operations
  • Loan Platform
  • Marketing
  • Purchasing
  • Safe Deposit Boxes
  • Senior Management
  • Telecommunications
  • Training
  • Vendor Selection

A Robust and Effective Project Plan

The Branch Opening SmartKit is a pre-defined, yet customizable project plan that provides effective management tools including a project tracker, document manager, messaging, dashboards, reporting, and content search tools all equipped with Microsoft Outlook email and calendar integration. These tools were specifically designed to help management and staff members communicate effectively and manage the bank branch opening process easily and effectively.

Efficiently Define and Monitor Functional Areas and Action Items

With over 30 categories and 540 action items pre-defined in the project plan, this toolkit helps team members effectively accomplish critical functions through consistent and efficient communication, appropriate assignment of tasks, tracking accountability of assigned tasks, customizing action items and project details and providing management with up-to-date reports on the functional process of opening a new branch.


Call Us at (480) 990-5749 or complete the form below and we will be in touch within 24 hours.