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 the addition of treasury services to new and existing customers using the information already on file. Each Treasury Service workflow is configured to gather the appropriate information all the way from sales to fulfillment.

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 industry best practice regulatory requirements. 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:

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

Case Study: Encore Bank transformed treasury onboarding with Accrue and TruStage

Encore Bank used Accrue and TruStage to streamline commercial online account opening and treasury onboarding, improve operational efficiency, reduce legal fees, and create an easier client experience from application to account opening.

"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.