Forms & inspections
Replace paper procedures with digital forms and inspections, connected to checklists, assignments, and review workflows.
BUILT FOR BANKS & CREDIT UNIONS
A better day.
At every branch.
One app for the whole branch. Plan work, run daily operations, develop your people, and serve your customers.
Nextenture Productivity Cloud connects tasks, workforce management, learning, and customer engagement in a shared workspace.
- Tasks & operations
- Workforce management
- Learning & development
- Customer engagement
NEXTENTURE PRODUCTIVITY CLOUD 
● ● ●One place for the work that matters
Plan. Execute. Learn. Serve.
Task management · myFI LIFE demo data
Supporting teams at leading financial institutions
THE DAILY WORK. FINALLY CONNECTED.
One platform.
Every side of branch life.
From opening procedures to staffing, training, and the next customer conversation: bring the work together. Start with the capabilities you need and expand as your needs grow.
Turn procedures into everyday practice.
Give every branch a clear way to complete recurring work, respond to assignments, and keep the conversation attached to the task.
- Daily, weekly & monthly checklists
- Digital forms, inspections & follow-up work
- Task assignments, approvals & contextual discussions
Plan capacity around the work.
Connect staffing decisions with branch demand. Bring forecasts, schedules, availability, and timekeeping into the same operational picture.
- Work forecasting & long-term staffing plans
- Branch, multi-branch & floating banker schedules
- PTO, attendance, time tracking & payroll submissions
Make development part of the working day.
Help new hires get started and experienced employees build their next skill. Keep learning close to the procedures and responsibilities it supports.
- New-hire onboarding & on-the-job learning
- Learning paths, assignments & progress tracking
- Videos, SOP documents & a shared learning library
Connect service with branch readiness.
Help customers find the right service and give bankers the context to prepare. Follow the relationship from booking and arrival through the next conversation.
- In-person & virtual appointments, webinars & queues
- Pre-appointment questions & customer correspondence
- Feedback, interviews & engagement history
THE WORK CONNECTS HERE
A shared view.
A clear next action.
NPC brings planning, execution, and visibility into one workspace for branch teams, regional leaders, and head office.
See NPC in action01
Stream: know what needs attention
Personalized actions and alerts draw on tasks, schedules, and appointments to help teams prioritize their day.
02
Calendar: see the day together
Bring shifts, appointments, tasks, learning, and important dates into a shared view.
03
Boards: follow the whole business
Review checklist completion, workforce coverage, learning progress, and customer activity across branches.
BUILT AROUND HOW BRANCHES WORK
The details that
bring it all together.
Contextual communication
Keep questions, discussions, supporting documents, and follow-up work alongside the task they belong to.
People, places & assets
Branch profiles, organizational hierarchy, intelligent teams, and an asset repository provide context for daily operations.
A branch operations playbook
Start with libraries of checklists, forms, inspections, customer services, labor standards, and scheduling rules.
IDEAS FOR WHAT’S NEXT
A fresh perspective
on branch productivity.
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LET’S MAKE WORK SIMPLER