Financial Software to Match You

Find Your MIMICS Software Engine


Investment
Built for banks, brokerages, fund managers and investment managers
  • Customer Portfolio
  • Fund Portfolio
  • Treasury Portfolio
  • Portfolio Analysis
  • Forex Trading
  • Equity Trading
  • Precious Metals
  • Repos
Trust
Made with corporations, transfer agents, REIT managers, mutual fund managers, and bank trust departments in mind
  • Shareholder Accounting
  • Bond Paying Agent & Transfer Agent
  • Debt Management
  • Pension Admin
  • Mutual Fund Admin
  • REITs
  • Annuities
  • IRA Management
Banking
For commercial banks, investment banks and credit unions of any size
  • Loan Origination
  • Repurchase Agreements
  • Loan Management
  • Safekeeping
  • Fed Funds
  • Item Collections
  • Documentary Collections
  • Teller
Central Banking
One of very few products on the market made specifically for central banks
  • Auction Processing
  • Public Debt Issuance
  • Currency Vault Management
  • Dormant Accounts
  • Exchange Control
  • Forex Trading
  • Reserve Portfolio Management
  • Pension Admin
  • Teller
  • Regulatory Reporting Portal

MIMICS Process Flow Module Application

MIMICS Process Flow Application is generalized so that any process can be tracked. It defines what steps are taken during any process. MIMICS Process Flow System allows the user to define the flow of a process with both automated and manual components. The user defines the events and decision points that occur during the flow and follow the transactions through the process. At each point a user will approve or disapprove the step determining the queue for verification by the decision makers at these points. For example during the approval step, if the user disapproves the transaction, the transaction will appear on another user's screen for processing. An email may be automatically generated with instruction regarding the transaction. At some points along the way reports may be generated during the process or data may be exported at these points. The user has a dashboard on which they can view the transactions in the various queues and, if they have authorization, can verify that the transaction has met the criteria of the event, passing the transaction along in the process flow. The system will create alerts to the user for action to be taken, including action for transaction that become stale in the queue.

Simple Process Flow Example:

We want to set up a sales program based on leads generated from our website. Our website logs the prospect requests and passes them to our sales force. Our sales force calls the prospect and either makes a sale or adds the prospect to a call-back queue. This process is, of course, highly simplified but the flow is shown below.
Process Flow Chart

The whole process can be described as a series of events with choices that can be made. These events and optional choices include the queue to which the transaction is sent, what is to be printed, if anything, and what kind of alerts to set.

Event Definition

The event is the basic unit in the Process Flow. The event defines when in the process something is to occur and is to be reviewed or approved. Various processes can occur within an event such as printing reports or adding additional data to the database. In addition, the "manager(s)" or person(s) responsible for each event is defined.

Flow of Events

The flow of events is defined by each event in the process. Each event defines the next event or events that can occur. For example, the next events to occur could be to approve the transaction and move it to the next event or to reject the transaction and send it back for further processing. The sum of all the events with their definition of the next events defines the flow of the process.

Alerts

When a transaction is sent to another event it can be sent with a special alert to the responsible party for that event. It will show up on the manager's dashboard as usual but a pop-up alert will appear on that person's screen.

Report Printing

Reports can be defined for each of the events so that the manager of the event can print this user-defined report. It could be a status report, list of items in the queue or any other report created from the database.

Additional Data Entry

At each event, data can be entered to the database by way of a user-defined screen. Automatically, the status of the event is added to the database but, for example, the user may be expected to collect some information from a customer or prospect that will be added to the database.

Dashboard

Each user has a dashboard that shows their queue(s) of transactions. The person may be manager of several events so there will be several queues shown. By double-clicking a transaction in the queue, the transaction is passed to the subsequent event. The manager is also able to print reports or add more data from the dashboard. The administrator has a dashboard showing the status of all transactions and all queues for all managers for monitoring purposes.



Add-On Module Options




CRM

Centralize and manage all aspects of client communications including sales/marketing campaigns, and history of service across multiple MIMICS modules. Read More ^



Disaster Recovery

Ensures that your data and system is protected and can be fully accessed or restored in the event of catastrophe. Read More ^



Email Option

Allows customer forms such as confirmations and statements to be encrypted and emailed automatically. Read More ^



Customer Web Portal

A customized web interface that allows your customers to view history and to place requests, with the look and aesthetics to match your own website. Read More ^



Direct Data Connection

Allows secure, read-only access to aspects of the database of the related MIMICS module, for data mining or to allow you to create your own reports or exports. Read More ^



Accounting

Includes functionality for general ledger, accounts receivable/payable, fixed assets, payment processing, purchasing and account reconciliation. Can interface with any other MIMICS module. Read More ^

How Our Software Helps You




User Experience

You deserve better financial software. We have been thoughtfully crafting intuitive, easy-to-use software for decades to give you more of what you want, less of what you don’t.



Customization

Software should not be one-size-fits-all. We take the time to get to know what makes you you, so that we can customize our software to offer a product that is exactly to your specifications and intuitively easy to use.



Boost Productivity

Our software does much of the “heavy lifting” of calculating, processing and automating to help greatly boost your productivity, streamline workflow operations and get you moving at optimal efficiency.



Save Money

Beyond the labor you will save with the wide-ranging functionality our software provides, our customizations give you more of what you want for a lower price than our competition.



Secure Your Data

We respect the sensitive nature of your information. That’s why we offer industry-exceeding security, including fully-encrypted databases and data tokenization.



Unparalleled Support

We truly pride ourselves on our friendly, responsive customer support, day or night. We love our customers and strive for 100% client satisfaction. But don’t take our word for it; read what our actual users say.

About Us


  • MIMICS Featured in Portland Business Journal

    MIMICS was recently spotlighted in the Portland Business Journal, as a stalwart in the ever-growing local tech scene. The article features excerpts from an interview with President and CEO Lincoln Wildgrube, in which he talks about the past, present and future of the company, including a preview ...

    Read More
  • 3 Ways a Customized Web Portal Improves CX

    The CX (customer experience) landscape is changing very quickly, and challenging businesses to revamp existing models to meet evolving consumer demands. Customers are increasingly turning to DIY-based models when it comes to getting the service they require. Gartner predicts that by 2020, custome...

    Read More
  • MIMICS Donates to Hurricane Relief Efforts

    MIMICS recently made separate donations through the American Red Cross and to UNICEF to help the many affected by hurricanes Harvey, Irma and Maria. 

    “Disasters like this make us realize how much we take our everyday safety and well-being for granted,” MIMICS CEO Lincoln Wildgrube said...

    Read More
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We’d love to show you how our software can help you in action. Demonstrations can be tailored to scenarios of your choosing with specifications unique to your needs. They are done online, recorded for your reference, and take about 1 hour. Contact us to set one up today!
Portland Office: 
319 Washington St., Suite 501
Portland, OR 97204


Albuquerque Office: 
Albuquerque, NM 87110


India Office: 
MIMICS East Technologies
Hyderabad, Telangana


sales@emimics.com

505-332-9220

505-332-3148