Shareholder Management

SkopeSM

A simple, straight-forward solution for Subchapter-S Banks to engage with their shareholders.

Track and manage Family Groups and Shareholders in a single, secure, cloud-based system, accessible from anywhere with an internet connection
Increase engagement with Shareholders, plan shareholder meetings, and manage voting
Dramatically simplify distributions with automated ACH payments
Enjoy the confidence of accurate tracking of all share transactions to support third-party audits and avoid inadvertent terminations

Solution Overview

SkopeSM

Family Group & Shareholder Management

Family Group & Shareholder Management

Certificate Management

Certificate Management

Distributions Delivery Management

Distributions Delivery Management

Reporting

Scalable with Unlimited Shareholders

Scalable with Unlimited Shareholders

Shareholder Community Portal

Shareholder Community Portal

Shareholder Engagement

Shareholder Engagement

Security

As the Bank CFO or Administrator

View My Cap Table

Issue A New Certificate

Transfer A Certificate

Assign Shares To Non-Individuals

Add A New Family Group

Add A Shareholder

Manage Distributions and Generate a NACHA File

Create A Shareholder Meeting

Create Shareholder Voting Items

Easily Communicate With Shareholders

Access Additional Reporting and Create Custom Reports

As A Bank Shareholder

Log In To The Shareholder Portal

View The Welcome Page

Review and Update Shareholder Information

Review Meetings and Agendas

Cast Votes

View Past Distributions

Schedule A Demo

See first-hand our Shareholder Management System at work.

"Our decision to go with Full Skope’s SkopeLend LOS set us up to make a huge impact in the community with the challenging PPP Program. SkopeLend’s flexibility positioned us to deliver a solution to market faster than the competition, so not only did we deliver in a big way for our customers – we also found many new ones."

Mike Kozub

CEO TransPecos Banks

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