OVERVIEW

Every day, thousands of Customer Service Representatives depend on DepositPro® to efficiently open new consumer and commercial accounts. For over 20 years, DepositPro has produced and perfected deposit document printing and compliance, while providing workflow tools to address the myriad of tasks required in opening a new account. From streamlined document production to full service “extra touches” that make your customer feel like more than just a number, DepositPro handles every transaction with ease.

DepositPro provides your institution with:

• Compliance confidence
• True 50-state interstate banking capability
• Reduction of duplicate customer data entry
• Checking, Savings, CDs and Money Market account types and services
• A wide variety of ownership types—multiple partnership types, IRETAs, IOLTAs and Public Funds
• Flexible Truth-in-Savings Disclosures, Privacy Notices and Consumer Disclosures
• Automated document selection logic
• Interfaces with 40+ core systems
• DepositPro-Ascensus^SM IRA and ESA module

DepositPro enables your institution to:

• Open new accounts at any U.S. location, even when your branches cross state lines, and administer product and policy information from a single location with confidence that documents are compliant with state and federal regulations.
   
• Define standard products and policies, while applying different interest rates and fees for various markets, providing true, 50-state interstate banking capability.
   
• Process multiple accounts in a single session and interface to selected core systems to reduce duplicate customer data entry for subsequent accounts, which increases efficiency and improves customer service.
   
• Open multiple account types and generate the appropriate disclosures that are compliant with state and federal regulations.
   
• Simplify IRA and ESA account opening with the DepositPro-Ascensus IRA and ESA module—a comprehensive set of fully-integrated IRA opening and maintenance documents from Ascensus.