AIM is a state-of-the-art relationship management system that begins where 'off-the-shelf' contact management software stops.

AIM

While most contact managers are thought of as business development tools, AIM does that and far more. AIM is a multi-user relational database system that helps you manage virtually all aspects of the relationships you have with companies and contacts you deal with. This means that you can enter a virtually unlimited number of companies, contacts, addresses, phones, products, activities, appointments, to-do's, reminders and much more. And because AIM is a multi-user system, you can share the companies and contacts that everyone enters into the system.

You can easily "scale" your AIM use a you need. Imagine being able to create bank-wide pipeline reports, advanced funding reports, call reports, goal vs. actual staff performance statistics and much more- at any point in time and without any special effort on the part of your staff. With AIM administration and reporting are as simple as point-and-click.

AIM-Tracker

AIM-Tracker complements AIM, providing additional functionality that automates the tickler function associated with tracking documentation required on term loans. Because of AIM-Tracker's flexible design, it facilitiates tracking everything from maturing loans to complex insurance binders.

With AIM-Tracker, you never have to worry about out-of-compliance situations regarding your financial reporting requirements. In addition to a comprehensive set of management and audit reports, it automatically provides standard or customized letters.

Best of all, AIM-Tracker is not a list-based system (as many organizations employ through their mainframe systems). Rather, AIM-Tracker uses AIM's dynamic desktop to inform assigned personnel as to tickler items that are either coming due or past due. The result... nothing falls through the cracks! The challenge of any good system is to provide an environment which can be easily shaped to meet the users' needs without compromising the integrity of the system. AIM-Tracker is an excellent example of such a system.