Bluepoint Solutions

Bluepoint Solutions is the leading innovator in Check 21 capture and image- based item processing, electronic document management (EDM) and multi-factor identification solutions for financial institutions, including a sophisticated transactional database and reporting suite. Bluepoint’s Receipt Manager, combined with the Transaction Manager module, enables your organization to gather, store, index and report on all transaction information, including everything presented or captured at the teller window. This combination provides extremely fast, powerful and easy-to-use research tools, including shared branch transactions, which are available to staff from any location within your organization. As a result, your institution can provide quick, convenient, flexible and responsive service for your clients, while your staff’s productivity soars and your operational costs shrink.

The Transaction Manager module supports business intelligence gathering and presents selective data for custom reports using over 30 different variables, allowing you to quickly identify opportunities and make effective business decisions in record time. Bluepoint Solutions has one of the largest user bases, allowing the company to provide technologically advanced solutions to financial institutions – large or small.

Benefits

• Improves response time and service to clients by allowing receipts to be retrieved from any location, including the Internet, and printed on demand
• Supports management decisions through an array of business intelligence, such as peak business times and client behavior profiles
• Stores check images together with the transactional record when paired with Bluepoint’s RDC Teller
• Saves paper, storage space and time performing searches
• Eliminates your institution’s need to store and archive paper receipts
• Improves confidentiality and security of client information
• Eliminates back office research and delays with simplified receipt retrieval
• Increases employee productivity
• Enhances marketing capabilities

Features

• Provides extremely fast, powerful and easy-to-use research capabilities
• Performs real-time research by any authorized employee
• Produces printed receipts of any transaction, instantly
• Indexes transaction data using over 30 different variables
• Retrieves receipts and compiles data from any branch location utilizing Bluepoint’s powerful search engine
• Exports specific data results to customized reports for your institution
• Provides a simple and easy-to-learn research solution
• Provides marketing notes and teller prompts
• Provides an automatic cash denomination tracker
• Integrates with Receipt Manager^TM and RDC Teller, seamlessly.

Simplified Record Retrieval

Receipt Manager captures and stores a permanent electronic copy of every teller transaction, allowing the Transaction Manager module to put a wealth of information at your fingertips. Thanks to its highly advanced auto-indexing capabilities, Transaction Manager makes short work of both simple and complex transactional research. This includes images of all items related to the transaction when paired with Bluepoint’s RDC Teller software.

Management Reporting

Search results from Transaction Manager can be easily exported to industry-standard reporting tools such as Crystal Reports or Microsoft® Excel. This data can be used to populate any number of standard or customized reports. These reports can provide a 360-degree view of your entire transactional environment. For example, if you need a detailed analysis of drive-through activity or traffic analysis of the teller line, it is only a few mouse clicks away.

Unmatched Levels of Transactional Accuracy

Transaction Manager provides your institution with a completely configurable interface to Receipt Manager, requiring tellers to collect information to be included in the electronic record, before a receipt will be generated. This enables your institution to search by many criteria such as ID number, member/customer number and dollar amount. Some of this information is captured and passed on by your core processor or Bluepoint’s RDC Teller, and the teller will be prompted to input any additional required information before a receipt will be produced. This allows your institution to avoid or even eliminate transaction-based problems before they occur and simplifies retrieval of any “missing” work, instantly.

Effortless Research and Client Response

The Transaction Manager module provides extremely fast, powerful research tools with years of receipt data history, including shared branch transactions, available from any physical location within your organization. This means convenient, flexible, responsive service, while increasing your staff’s productivity. Ease-of-use combined with real-time availability means your staff will be able to provide the highest possible levels of service to clients, effortlessly! Your employees will never again have to say, “I’ll get back to you after I’ve looked up that information,” or “Please hold for a moment while I access that information for you.”

Business Intelligence at Your Fingertips

By providing specific, searchable data for each transaction, your organization can compile numerous operational reports on-the-fly with Transaction Manager. It allows your institution to produce custom reports using over 30 different criteria such as time of day, amount of transaction, number of items per transaction, teller or group ID and branch. The information compiled using Transaction Manager, which is based on exact levels, incidences, amounts and categories, is vital for making sound business decisions. Your ability to monitor teller activity, make targeted changes in hours of operation or staffing and pursue new revenue producing opportunities will show favorable results on your bottom line. Ultimately, this information can be used to ensure maximum employee productivity, fine-tune your operation and improve profitability.