Account Management
Safe Systems’ Account Managers are comprised of banking and network experts who are knowledgeable regarding regulatory and industry issues faced by financial institutions. The Account Manager assigned to your financial institution can provide a mechanism to keep you up-to-date on technology changes and regulatory expectations and trends. Your Account Manager will also facilitate your Controlled Self Assessment process by conducting quarterly system reviews. These quarterly reviews assist you in documenting compliance with your Information Security program. In addition your Account Manager is a convenient, single point of contact between your financial institution and our company.
Your Account Manager will:
- Work with Senior Engineers to ensure your key technical components are functioning properly and within the scope of regulatory guidance
- Verify your bank or credit union is following examiners’ expectations concerning information security, disaster recovery, business continuity, and other compliance areas
- Ensure your institution’s policies and procedures accurately represent your true functional procedures
- Assist Management in verifying both the security and technical components of the network – make sure your network is safe and sound
- Provide reports on server recovery testing, update LAN/WAN data configuration, key system reports, and updated system schematic
- Assist in responding to examiners’ questionnaires
- Utilizing a series of detailed checklists, Safe Systems evaluates a number of variables. Our on-site and remote reviews allow our staff to fully understand your configuration which allows our recommendations, responses, and actions to be aligned with your bank or credit union.
- Periodically conducting quarterly system reviews (both Annual and Quarterly System Reviews)
- Assists in strategic planning
- Help prepare for IT-based audits and exams
- Attend technology committee meetings
- Document compliance with your Information Security program and assist with your Controlled Self Assessment process with quarterly system reviews
To learn more about Account Management, please contact Safe Systems at info@safesystems.com or 877.752.0550.
Client Testimonials
“I can say that Safe Systems is the very best vendor that I deal with on a day to day basis- from the top down their focus has always been on customer service and support and making sure that we as bankers are able to do our jobs without letting technology get in the way.”
Leesa Anderson, CTO
State Bank of Cochran
“I’ve been a very satisfied customer of Safe Systems for over 13 years. I use their NetComply solution to keep on top of my patching, antivirus, as well as all the reporting that I have to do both internally and for auditors and examiners.”
Leesa Anderson, CTO
State Bank of Cochran
“The thing I get most out of Safe Systems is peace of mind- I don’t lose sleep at night worrying about our network. I don’t really sweat the examinations as much as I used to and examiners have been very pleased with our IT programs and IT compliance programs.”
Richard Jefferson, CFO
Coastal Bank and Trust
“We rely heavily on Safe Systems and I believe they are a key reason that we’ve been able to be successful in IT and compliance. They have helped our bank tremendously in growth, security, efficiency, and in helping us to implement the right technology tailored to community banks.”
Loren Long, CTO
Macon Bank
“Safe Systems has evolved from being just an IT vendor for us to being what I call a strategic partner. We are a better bank and a better business as a result of using Safe Systems.”
Charles Schwabe, EVP Chief Administrative Officer
Howard Bank
“Safe Systems allows us to be compliant with a wide variety of regulations surrounding information security. I highly recommend Safe Systems to other banks.”
Wayne Byers, CFO
Resurgens Bank
“The biggest thing thing that sets Safe System apart from other IT Consulting firms is their people- they are very knowledgable, very friendly, easy to talk to, and always willing to teach you.”
Jamie Roller, AVP IT Manager
Keyworth Bank
“Safe Systems helps us save time and money by freeing up our back office staff so that we can more efficiently support the front line with new membership that has come our way.”
Sherry Presley, EVP of Operations
Coosa Valley Credit Union
“Safe Systems has helped our bank save time and money by taking a lot of the day to day load off our shoulders as far as AVG, Antivirus and patching of all of our workstations and servers.”
Jamie Roller, AVP IT Manager
Keyworth Bank
“Safe Systems is clearly knowledgeable and understands technology, but the fact that they also bring together their knowledge of financial institutions is really what makes a difference.”
Charles Schwabe, EVP Chief Administrative Officer
Howard Bank
“Safe Systems helps us free up our time in that we don’t have to worry about our systems being up and running and there are a lot of talented folks that are ready, willing and able to help us out. I highly recommend Safe Systems to other banks.”
Wayne Byers, CFO
Resurgens Bank
“Safe Systems has superior products and excellent service. We have a great partnership with Safe Systems. I would recommend them to anyone in need of any of their products or services.”
Nicole Rinehart, VP/Chief Operations Officer
American Pride Bank
