Trinergy Benefits

Empowered by Advanced Technology

Due to the benefits of adopting the AMI Trinergy 2.0 solution, your institution can maintain a competitive edge in the financial services marketplace.

Innovators Experience

Our software engineers have built previous financial systems still in use today. With these experiences we know what works, and what does not. We used this knowledge when designing AMI Trinergy 2.0 as the most advanced and effective solution for the financial marketplace, especially for non-profit financial institutions.

A Complete Solution

With AMI Trinergy 2.0 WEB solution you do not need to prescribe and pay for an accounting system, document storage, or CRM (Customer Relationship Management) applications. These are all inclusive of the CORE system product at no additional charge. The return on your investment will be forthcoming quickly.

An Affordable Solution

Due to the use of advanced development tools and the original innovators (system architect, developers) on board, AMI can afford to keep your support maintenance cost competitive, and much lower than you currently expense. And if you also add the cost savings due to Trinergy’s effective automation, it is a win-win situation for your members and your organization.

A Comprehensive Services Package

The system supports complete services for your investors, donors, charities, and borrowers. For investors it offers on-demand savings, term certificates, all IRA modules (traditional, ROTH, SIMPLE, SEP, Coverdell), HSA accounts, insurance escrow accounts. For donors it offers donor advised fund processes, annuities, bequests, life insurance charity processes, charity distributions. For borrowers it offers consumer loans, a line of credit accounts, adjustable rate (ARM) mortgages, and both servicing and participating in participation loan process.

An Evolving Solution

Collaborative efforts with our system users provide corrections to the system product, improvements on existing processes, and enhancements with additional features. AMI updates the system every month, providing release update information to our users. With our solution, you are always up to date. Your maintenance fee not only includes free upgrades to new platforms, but also enhancements to existing features for an efficient, effective, and productive process. With the Trinergy solution you will always be at the edge of technology, empowered with the most effective system to stay above your competition.

A Web-Based Solution

The innovators have re-designed the system from the ground up as a true WEB solution. Hosted by AMI it offers its users with countless benefits. Users do not need to install an application on their workstation or PC. Your application is always up to date. Your institution if free from the expenses of maintaining an in-house server system. Your institution does not need to worry about connectivity – AMI takes care of it all. Your users can easily work from their home based offices. Your connection is secured through VPN.

Configurable User Interface

Responsive interactive screens enables a user to adapt a screen to an acceptable user experience. Users can change resolution and screens will adjust to the monitor being used – laptop, wide-screen or even multiple monitors.

Reporting Capabilities

AMI Trinergy 2.0 WEB  application provides standard reports, where you can design specific versions, each with different selection and characteristic definitions. A variety of reports can be set up to produce automatically at specified intervals. The system produces all reports in PDF format and then automatically archives them for historical reference. SQL Server Reporting Services is used for custom reporting, and users can design and manage their own reports. Custom reports can be automatically generated and archived at the end of the day.

Archiving Documents

The system automatically archives documents such as reports, statements, notices, and transaction receipts, linking them to their originating contact or account. The system organizes specific processing reports by date for easy retrieval. You can also scan and archive documents such as different member and account related applications, pictures, invoices, and others. You can easily review, retrieve, and work with an archived document.

Agility – the Key to Success

With the use of advanced technological tools, AMI developers are empowered to deliver quick results matching your expectations in order for you to stay competitive in your financial services environment. AMI development team can implement any specific customized request within the system in a matter of days, not weeks or months.

Effective Account Transaction Posting Automation

AMI Trinergy 2.0 WEB application provides different transaction activity automated routines, which are all processed within the daily batch operation. This comprehensive capability provides your institution with an excellent effective service allocation for your investors, charities, and churches. The system enables you to define transaction posting automation, as requested by your account holder. The system initiates an automated transaction based on the activation of a defined trigger within the automation request. The trigger may include a designated date, as requested from your account holder, a time when a loan payment is due, a time when the system pays interest to savings or certificate (bond) investment account, or a time when an investment certificate (bond) account matures. Once the trigger activates the system for posting,  the system posts a transaction as designated with a specified amount, or a percentage of the account balance, or a percentage of interest paid. Considering the frequency defined, it repeats the cycle on the next prescribed date. You can define multiple autopost transactions for any account. You can direct the automation to post  four distinct types of transactions:

• ACH or Electronic Fund Transfer: this is the most popular, especially when it posts loan payments. The system originates an electronic transfer request for loan payment, deposit to or withdrawal from a savings or investment account. Within the ACH format you identify the settlement date, a frequency, and the bank routing number along with the bank account of the receiving end of the transaction. The system creates the transaction in a specified ACH format. You can then send the ACH processed file to your bank for processing.
• Check (cheque) Withdrawal: The system posts a withdrawal from the account designated for a check and generates a check to be printed on-demand at your convenience.
• Account Transfer: The system automatically transfers designated funds from one account to another.
• General Ledger Transfer: The system automatically transfers funds from a specified investment or loan account to a designated general ledger account. This is primarily applicable when you designate posting account fees..

Dynamics of Trinergy CRM Process

AMI Trinergy 2.0’s  CRM solution provides great benefits for an institution. Improved marketing experience, improved investor and church membership retention, and overall increased operational efficiency. It offers a single view of your current and potential customer, actionable analytics and data dashboards, customer-centric automation, integration with your existing processes, scalability for growth, and will lead to increased revenue and improve your overall experience with the AMI Trinergy 2.0 application. The primary focus of the system’s CRM is the task and its workflow with defined states of the task’s operations. Each defined task captures any discussions relating to the task along with any documents. The task’s dynamic state of execution if measured in different states, which become columns on a Kanban board. Manipulating the board by moving individual tasks between the states of the workflow simplifies the control of the task process and presents a picture of your entire institution’s performance measurement. These measurements can become great resources for your strategic planning.

Testing Environment

With the adoption of AMI Trinergy 2.0 WEB solution, your institution receives a copy of the system strictly reserved for testing and training purposes. This system can refresh your data at any time from your production system. The testing environment is great to become familiar with the release updates. Your inexperienced staff members can perform tasks within the testing environment until they reach a confidence level to perform them in production.

Business Intelligence for Strategic Planning

Data composition of the AMI Trinergy 2.0 WEB application is rich in information, which the system can digest providing effective business intelligence measurements. Using SQL Server Reporting Services, the system is capable of producing charts, KPIs, and dashboards which can be useful for strategic planning for your institution. Our datawarehouse can be used as source for other reporting tools such as powerBI. As market dynamics continue to change, so do your customer member’s needs. This increases the demand for business intelligence to measure those needs. The system can help your institution gain market intelligence, identify customer insights, forecast market trends, and track customer behavior. AMI can also customize reports to match your specific needs.