We are proud to announce the venue for your 2018 BankTEL User Conference. We will be hosting this exciting event at The Guesthouse at Graceland in Memphis, Tennessee. This year we are planning more breakout sessions allowing smaller group meetings that can be catered to your agenda. We are in the final phase of our planning and will be sending out the full agenda and registration very soon.
Achieve optimum results with your accounting operations.
Join Phillip Malatesta as he takes you on a guided tour of BankTEL’s latest Financial Accounting Suite, ASCEND. Phillip will demo a few of our software’s most popular solutions, such as our Accounts Payable, Fixed Assets and Expense Report modules. But even better, some of our favorite New Mexico bankers will tell you why they use BankTEL.
Peggy Scott, Senior VP-Comptroller with First American Bank,
First American Bank, with 22 branches in New Mexico and 1.1 billion in assets, has been using BankTEL accounting software since 2000. Peggy Scott, has been with First American for over 13 years.
Scott appreciates the audit trail BankTEL provides. “We can always pull the reports that we need to give our auditors. If we need something that we don’t have access to, it’s a phone call away.”
Anthony Ortiz, Senior Accounting Officer with Southwest Capital Bank,
Southwest Capital is a family owned bank, which has been around in some form since 1890. Now they have six branches and 350-million in assets. Shortly after Anthony Ortiz came on as Senior Accounting Officer in 2015, the bank transferred its accounts payable process from a rudimentary check-printing software to BankTEL’s fully automated, invoice-tracking software.
“BankTEL allowed us to create a process that is streamlined, so that we can balance our accounts to the penny. If there’s ever a question of, ‘did we pay that,’ we know, because we can go into BankTEL and pull it up, and say here’s the date, here’s the check, here’s who approved it.”
Don’t miss out on the opportunity to take this exclusive journey with your fellow New Mexico accounting peers.
BankTEL’s New Mexico Clients
Why an Operational Assessment?
“The main outcome of Bank First’s Operational Assessment showed us how much we would benefit by upgrading to the new Ascend product. Most of the issues we are having, such as Microsoft spreadsheet issues, application latency, as well as having to manually do the OFAC, will be eliminated. I saw at the 2017 User Conference what a great group this will be to work with as well as all the other users out there that are happy with Ascend.”
– Wanda Russell, VP Accounts Payable/Risk Management
JOIN US FOR
Operational Assessment Webinar
We invite you, our valued client, to join us in learning more about our new Operational Assessment initiative. BankTEL understands the importance of integrating technology with best practices to achieve optimum results. These informative webinars are focused on our commitment to continually help you improve operational compliance, increase efficiency, and create cost savings in your accounting operations. Below are several opportunities for participation in this educational webinar. We look forward to seeing you there!
Click below to see our Available dates for October and November
Happy to help.
Please let me know if you have any questions
Operational Review Consultant
For the 4th Time, BankTEL Appears on the Inc. 5000 list,
Ranking No. 4714 with Three-Year Sales Growth of 48%
Inc. magazine ranked BTS-Alliance, BankTEL Systems NO. 4714 on its 36th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment— its independent small and midsized businesses. Companies such as Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees of the Inc. 5000.
Boyce Adams, Jr., President/CEO of BankTEL stated:
“BankTEL is pleased to once again be on the Inc. 5000 list for 4 years running. It is a testament to the hard work of our employees and continued push for providing an excellent experience for our more than 1,600 financial institutions clients across the world.”
BankTEL completed its National User Conference last week, with clients in attendance from 35 states and 125 financial institutions represented. This event took place at the Sheraton Hotel in downtown Nashville, Tennessee. Headlining the event was key note speaker, The Honorable Ed Moy, the 38th Director of the United States Mint. Ed educated this group of bankers on the future of cashless societies and emerging currency trends in both the United States and Internationally.
BankTEL clients were presented with exciting opportunities to take advantage of new products and learn about industry trends throughout the user conference. Customers utilizing BankTEL’s Legacy platform were presented with tangible advantages that migrating to our newest offering, ASCEND, would bring.
BankTEL management partnered with the BankTEL User Group board to deliver valuable information on the latest enhancements to the ASCEND platform, as well as best practices for compliance, efficiency, and cost savings. This conference provided BankTEL clients with a unique opportunity to network with other users, exchanging best practice approaches, and compliance success stories with the utilization of ASCEND.
Attendees were also treated to an evening of food, drink, and entertainment at the historical George Jones Museum in Nashville. We invite you to join us in 2018 for another informative and fun user conference. We are excited to share with you, our valued clients and partners, all that we are doing to enhance our service to you, and assist you in improving your accounting operations.
Order Checks and Tax Forms
To ensure compatibility with BankTEL software, please order your tax forms or checks from our preferred vendor:
First Team Marketing & Commercial Printing
(1099-MISC/1099-DIV/1099-B are available)
Window envelopes and IRS Transmittal forms are included.