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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

KIND WORDS CREATE A RIPPLE EFFECT

Water Ripples
"The case management Smartsheet solutions that Paddle customized for our team have become integral parts of our day to day. This application along with their knowledge base has been a game changer in terms of organization, team collaboration and effectively capturing meaningful data"
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Oscar Price 
Principal, Price Armstrong LLC

Is Paddle a good fit for you? 

(you will receive zero correspondence other
than a timely response to your message)

Thanks for your interest,
we'll be in touch soon!

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