Why Trinergy?

Trinergy 2.0… A New Era Is Here

Empowerment can encourage productivity in a financial institution’s client services, product marketing, and the control, audit, and assimilation of its financial data, while minimizing its operational costs by drastically reducing the time-consuming burdens on its staff. To place your institution into the express lanes of competitive services, Trinergy 2.0 ® solution encompasses all parts of a Church Extension Fund, Foundation, and non-profit financial organization business models.

A Microsoft Solution

Developed with C# object-oriented programming language in a .NET framework, it delivers cross platform integrity and interoperability, with increased security. Data resides in the world renown Microsoft SQL server database, producing the relational capabilities necessary for effective financial data management and reporting proficiencies.

AMI Trinergy 2.0®, built within Microsoft operational environment, simplifies the connectivity and interface with Microsoft Office products, such as excel, word, SharePoint, Microsoft Reporting Services, and Microsoft Power Bi.

A Web Based Application

The innovators have re-designed AMI’s Trinergy 2.0 system from the ground up as an operational WEB solution. Hosted by AMI it provides its users with countless benefits.

• Multiple users access the same version of the application.
• Users do not need to install an application on their workstation. Your application is always up to date.
• A user can work with the system from any device which has internet capabilities – desktop and laptop.
• A user can access the application through multiple browsers, offering multi-processing capabilities.
• AMI’s customer does not need to worry about connectivity – AMI takes care of it all.

Comprehensive Content

AMI Trinergy 2.0 solution’s comprehensive nature enables your users to perform all the daily tasks under one system product – serving all your investors, churches, charities, and donor’s needs and requirements.

• Servicing Investments and Loans
• Complete Financial General Ledger Accounting
• Archiving Documents, Reports, and Updates for Historical Retrieval
• Providing Custom Dashboards for Strategic Planning
• Complete CRM process for identifying and controlling relationships between potential and current customers.

A Quick Return on Investment

Using one of the most intelligent development tools in the marketplace, GeneXus (www.GeneXus.com), provides the capability of maintaining and servicing the system effectively, delivering quick results on desired changes. AMI development/support team can implement any specific customized request to match your expectations within the system in a matter of days, not weeks or months. The effectiveness of the system solution will reduce your overall operating costs while increasing your service potential.

Contacts

Trinergy 2.0 application enables your institution to store all your business entities within its contact repository. Your user can easily define and collaborate with investors, churches, prospects, banks, and vendors in a customized CRM system.

Being relational in scope, each contact can have an unlimited number of related information elements, such as comments, associated people within an organization (church, charity, other types), addresses, phone numbers, e-mail addresses, attributes, account bases, and financial profiles.

Accounts

The comprehensive nature of Trinergy 2.0 application supports any type of account which your institution may serve its customer member base. The system structures accounts into groups relating to a primary owner of the accounts. It identifies each account group with a base account number. The actual account is composed of the account base number and an account suffix. The suffix represents the account type, designated to your specifications, and its processing characteristics defined within the system. To retain historical information on closed accounts, the system also supports an account tracer. This enables retrieval of paid up loans, expired certificates, as well as any closed account information.

Account Classification

AMI Trinergy 2.0 supports different classifications of accounts:

• On-Demand Savings Accounts: these accounts may post deposit and withdrawals as demanded by the authorized account owner (primary and joint). They may include any type of IRA account, HSA account, escrow account, charity account. You can also apply these types of accounts for accumulating funds to satisfy an investment certificate monetary requirement.
• Foundation Accounts: these accounts relate to a foundation structure, providing specific identifying formats. The may include planned giving accounts, bequests, annuities, donor advised funds, unit trusts, life insurance, and other agreement related accounts which conform to a planned giving environment for your investors and donors.
• Investment Certificate Account: these are term accounts where the account owner cannot withdraw funds until the certificate term matures, else, the system may automatically assess a penalty.
• Loan Accounts: the primary purpose of a church extension fund is to help its denominational churches grow by focusing on loans. Trinergy’s comprehensive nature enables your institution to offer consumer, line of credit, construction, mortgage, adjustable-rate mortgage, and participation loans to serve your community.
• Other Accounts: these are accounts which do not represent funds within your institution, but the system measures them in the context of their operations. These accounts represent allocated funds by investors for participation loans.

Account Type

Within each account classification your institution can further define account types, which represent a unique categorization of certain processing features. For example – 1-year ARM loan, 3-year ARM loan, 5-year ARM loan would represent three different account types. With each account type, you can specific distinct characteristics, which the system automatically copies when creating a new account, simplifying the creation process, with effective results.
The system retains all closed accounts permanently. You can recall their information on demand, which provides an effective audit infrastructure.

Financial Operations

Financial operations within the AMI Trinergy 2.0 application are very comprehensive. The chart of accounts includes branch or profit center reporting capabilities with consolidated measurements.

The system’s posting activity summarizes all the member account transactions as journal entries, which the system automatically posts them to the general ledger accounts during the daily batch process run at end of day. The system retains all the posted transactions permanently, which you can easily retrieve for reporting or audit purposes.

For financial institutions, which must use another universal general ledger system due to consolidation with another organization, the system can be set up to export the journal entries according to the other system’s specifications.

Financial operations also include a complete accounts payable process (including open payables with automatic check process), fixed asset depreciation allocation, recurring accrued items, and recurring pre-paid expenses.

Reporting

AMI Trinergy 2.0 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. The system also archives all receipts, notices, and statements. You can easily retrieve the archived information, save it to your PC, print it, or email it to another recipient. The system stores all systems created reports in specific folders relating to the produced date, for you to easily identify them for your use.

Business Intelligence for Strategic Planning

Data composition of the Trinergy application is rich in information, which the system can digest providing effective business intelligence measurements. Applying Microsoft’s reporting service, the system is capable of producing charts, KPIs, and dashboards which can be useful for strategic planning for your institution. As market dynamics continue to change, so do your customers’ 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.

Audit Capabilities

When you create, update, or delete essential information, the system records the update and timestamps its performance. For audit purposes, the system records the updated information prior and after the update.

CRM Capabilities

CRM is a system for managing all of your institution’s interactions with current and potential customers to improve your business potential. It fosters collaboration, can easily access all of your customer data from multiple sources, and uses the system to boost productivity in one platform, the Trinergy system. It will help target your audiences, design smart automations based on individual marketing leads or customer’s activity, proactively collaborating with your contacts, and managing their relationships. Most importantly, every department of your institution can now deliver consistent, personalized interactions in the best interest of customers, as scales never before possible.

AMI Trinergy 2.0 application provides great benefits for your organization. Improved marketing experience, improved investor and church membership retention, effective communication with your vendors and bank, 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.