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Solutions.

While Paddle specializes in the solutions below, each can be highly
customized to adapt to any industry or business.
Flexibility & scalability set Smartsheet apart from the crowd.

Banking Operations

  • Centralized Account Opening

  • Wire requests/approval processing

  • Supply order tracking

  • Teller audit management

Trustee/Fiduciary Services

  • Discretionary distributions approvals & processing

  • Trust Committee meeting management

  • Tax payments & filing tracking

New Hire Onboarding

  • Provisioning of system access 

  • Orientation scheduling/management

  • Interview tracking

Facilities Management

  • Maintenance request ticket mgmt

  • Service agmt change requests

  • Scheduled real estate inspection tracking

Compliance

  • Monthly compliance reviews

  • Internal/External audit management

  • Asset based lending tracking

Marketing

  • Collaborative proofing of assets

  • Integration with Brandfolder

  • Event registration & tracking

  • Campaign planning

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