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Overview
Get More from Your Treasury Management Platform
 
accessOPTIMA™ is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy. Key features include real-time reporting, integrated payment workflows, self-service capabilities, live customer support and cybersecurity controls to help mitigate fraud

accessOPTIMA delivers enhanced capabilities
  • Customizable dashboard lets you tailor screens with the information you need for your specific job function
  • Integrated payment center allow you to view multiple transactions - including wires, ACH, loans and transfers - on one screen
  • Real-time reporting gives you access to current account balances and transaction data, 24/7
  • Responsive design provides a seamless experience across desktop, mobile phone and tablet devices
  • Live chat puts you in contact with our dedicated client services team for answers to questions or help resolving issues
  • Administrative controls offer a simple way to add or clone users and set individual permission standards
  • Alerts raise awareness of financial activities so you can monitor various accounts whenever a transaction occurs
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