About Us

What exactly does Consumer Bank New York provide?

Consumer Banking provides services by a bank to consumers as their first priority. While many consumer banks also provide services to companies, corporations or other banks, consumer banks specialize in offering small or no-fee services that include savings, checking, transactional, mortgage, loan, credit and other services.

Our clients use a document management system (DMS) to push files to customers. Many of our clients will utilize an DMS to publish files to individual customers or to customer groups. By providing a secure environment where employees, customers or potential customers can access files, an FMS is a powerful management system existing in the cloud and adhering to the latest security and compliance protocols.  Companies use our FMS to help organize and catalog files, making it easy to track who updates files, when they are updated and who receives them.  We place a large emphasis on reputation, security and compliance.

What resources, besides an FMS, does CBNY offer clients?

Consulting and specifications. We will write your standards and help you implement them. We help businesses understand trends while providing resources for them to implement and manage sales strategy, documentation, marketing plans and data management. Our resources provide a formalized means for implementing solutions to inventory documentation and enforce sales and marketing initiatives.

Why use CBNY and not DropBox or other out-of-the-box solution?

In a nutshell, highly customized code that you own. You can even run the code on your own servers. The focus for our team is to expedite your path to efficient and effective tools for conducting business.

Does Blotter have experience implementing security and compliance rules?

Yes. Most of our work has focused on servicing institutional clients including investment banks, commercial banks, not-for-profit societies and corporations. For instance, Dodd-Frank passed as a response to the late-2000s recession and brought the most significant changes to financial regulation in the United States since the regulatory reform that followed the Great Depression. Our team was involved building reporting and transparency protocols to help businesses manage their compliance policy. And as the regulatory environment continues to evolve, we are on the forefront of implementing new engineering protocols to help our clients respond.