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Save your deposit customers money while creating quality monthly residuals for your institution!


Dynamic Web Reporting Tools to Fit your Needs

Financial Reporting
  • Dynamic and Near-Real Time Reporting
  • Drill-down Capabilities
  • Directly Exportable Files (PDF/Excel)
Demographic Reporting
  • Simple Customizable Reporting
  • Identify Target Markets within Your Customer Base
  • Search by Multiple Fields of Information
Lead Reporting
  • Fully Integrated with Our CRM System
  • Allows Financial Institutions to Participate in the Sales Process
  • Provides Incentive Tracking Capabilities
  • Increased Transparency by Providing up to the Minute Status Updates