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Happy Banker: BankWise Tech’s Latest Product

SARATOGA SPRINGS – BankWise Technology™ has launched their latest product – Happy Banker – a software solution designed to help banks and credit unions streamline their daily operational tasks. 

Happy Banker is a suite of applications for FIS Horizon® core system users (i.e. banks and credit unions). The integration platform with “plug and play” modules allows banks to forgo the expense and time of upgrading or changing their current core processing system. 

“Many banks have different products with different vendors that don’t always work together”, said Sergei Morgoslepov, BankWise Technology Co-President and Chief Technology Officer. “We support an open banking initiative and Happy Banker will help bridge that.” 

Currently there are four existing modules – Customer Verify, High Risk Customer Monitor, Credit Card Dispute Case Management, and Overdraft Review – but BankWise will be developing more. These modules help banks manage daily tasks in areas like deposit operations and compliance. Morgoslepov explained that with these modules tasks that could take several hours to complete, would now take one person 20 minutes to do. And, although Happy Banker is intended to benefit the bank first and foremost, it also makes for happy customers. 

“If a company has better processing in the backend, they will have better customer service,” said Rob Ward, BankWise Technology Chief Marketing and Sales Officer.

Banks can host the Happy Banker software on their own server, in the cloud, or on BankWise Technology’s own secure cloud platform. 

About BankWise Technology 

BankWise Technology is a “home-grown” company headquartered here in Saratoga Springs with six employees who have a combined 60+ plus years in bank technical positions and 80+ years in the IT software field. BankWise Technology serves community banks, regional banks, and credit unions by developing and writing applications for things such as operations, compliance, retail and commercial banking, lending, digital banking, wealth management and insurance. 

“Although we started in Saratoga the opportunities for BankWise are nationwide,” said Ward. “We are highly specialized in a niche field.”

“Our reach is beyond Saratoga with advances in technology,” added Morgoslepov. “We can install software remotely through the cloud, and are looking to expand nationally.”

Any bank interested in implementing the Happy Banker software, or wanting to learn more, can visit www.bankwisetech.com or reach out to sales@bankwsie.com.  


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