Atlas

Enhance Your Financial Management

Atlas is a powerful operations portal that gives financial institutions visibility into data and transactions generated through Sidecore APIs.

By bringing critical banking workflows into one intuitive platform, Atlas helps teams operate with greater accuracy, visibility, and confidence—without adding complexity.

What Does Atlas Do?

Atlas gives your FI clear insight into customer and financial data generated from mobile banking apps built with Sidecore, ensuring you have a complete and accurate view of your financial landscape.

Atlas will equip you with the essential tools and insights to expertly navigate and manage your banking ecosystem, all from one central platform.

Daily Insight Dashboard

Atlas provides a powerful daily insight dashboard that puts memos, transactions, and seamless money transfers right at your fingertips.

Customer Management

Unlock a 360° view of every customer with Atlas. Manage account details, track finances, and oversee relationships all in one place. Empower your team to deliver smarter service, deeper insights, and stronger connections with every interaction.

Support Ticket Submission

Atlas makes submitting detailed support tickets to System61 quick, clear, and effortless. Give your team the tools to capture every detail, prioritize requests, and resolve issues with speed and precision.

Customer Portfolios

Effortlessly manage customer portfolios at the Individual or Business level with tools that allow you to:

  • View and edit personal or business information
  • Verify the authenticity of a customer
  • Gain detailed insight into customer transactions
  • Handle the ACH items for an individual or business

Customer Transactions

Handle transactions with confidence using our streamlined processes to:

  • Ensure all transactions are settled promptly and accurately
  • Evaluate processed items
  • View details for each transaction set and its GL detail

File Review & GL Visibility

Integrate with GL through Atlas to:

  • Maintain accurate accounting records, ensuring all transactions are logged and reconciled appropriately
  • Review incoming ACH files and quickly identify each item’s status
  • Resolve issues before transmission

A Guide to Using Atlas

Walkthrough Made Simple

Need a hand getting around?

Atlas includes a guided help section that explains each feature step by step, breaking down functionality so it’s easy to follow.

You can also use our interactive walkthrough, which highlights every click and action directly on the page as you go.