TREASURY ONBOARDING

Streamline treasury management with automated onboarding and reduced legal costs.

Save time and increase non-interest income.

Grow your business customer relationships with market leading Treasury Onboarding technology.

End to End
Treasury Onboarding

Accrue Treasury Management makes the Treasury Onboarding process quick and seamless for a bank’s new and existing customers. Treasury Service workflows are designed to dynamically collect the applicable attributes for each Treasury Service type, integrated into fully compliant legal documents, and sent to the customer for eSignature – all from one platform.

Meet your Unique
Operational Requirements

Accrue’s Treasury Onboarding solution supports a flexible approach to onboarding, allowing customers or bank employees to add treasury services as part of the Accrue business account opening workflow. This dual approach ensures a seamless experience that adapts to client preferences and institutional requirements.

Safeguard Compliance

Accrue minimizes the need for external legal support by offering a customizable Treasury Master Services Agreement. This agreement includes default language that meets standard regulatory requirements, and it’s configurable to allow institutions to adjust terms and conditions to fit their specific needs, saving on legal fees and ensuring that compliance is consistently met.

Comprehensive Treasury Solutions

Accrue supports a comprehensive range of treasury services, including:

Remote Deposit Capture
Mobile and Online Banking
ACH Origination
Controlled Disbursements
Positive Pay
Sweeps and Wire Transfers
Electronic Data Interchange (EDI)
Account Reconciliation
Lockbox Services

"Through our partnerships with TruStage and Accrue, we have been able to build streamlined processes for commercial online account opening and treasury onboarding that allows for automation, which has driven unprecedented operational efficiency. We have also been able to reduce legal fees and gain a sense of security that our documents remain accurate when treasury related rules and regulations change at the Federal and State level. Finally, our clients have enjoyed the incredibly easy process from application to account opening.”

Proud member of the
ICBA ThinkTech Accelerator.

Start your digital transformation in three easy steps.

It starts with a conversation.

Let’s talk about the processes you need to automate to create the digital experience your clients expect.

We’ll show you
the ropes.

Our experts set you up and train your team for an easier way of doing business.

Delight your customers
and employees.

Start using Accrue— we’ll help every step of the way.