Deposit Solutions - Begin Sales Process—Customer Notification/Education/Awareness

You can respond to your customers/members needs as you begin the deposit account process by gathering the information needed to help them make the right financial decisions for their situation. As part of this process, it’s essential for you to know the full spectrum of products and services the customer has with your organization. We can also help you provide marketing and educational materials about the products and services you have available.

Deposit Disclosures/Account Information Brochures

The Account Information Brochure for Business offers business terms and conditions designed for your commercial members/customers. This allows your commercial members/customers to go into more detail and include text specific to businesses, such as the ownership provisions.

Our Account Information Brochure for Consumers consolidates information from different regulatory areas to create a single account-opening disclosure. Also, an AIB can help reduce the likelihood of new accounts personnel forgetting to hand out one or more of your disclosures.

Account Services Kit/Account Information Brochure

Our Account Services Kit/Account Information Brochure combines your deposit disclosures with marketing inserts housed in an attractive folder. This convenient system allows you to meet disclosure requirements and educate current and potential account owners about your products and services.

Increase your business account activity with our Account Services Kit/Account Information Brochure for Business. Provide your business and commercial customers/members with professional-looking folders with marketing inserts that promote your business products.

Privacy Disclosures

Your account owners consider privacy very important, and their concern can only be heightened by the increased awareness of identity theft and money laundering. Having a privacy disclosure that you know is current and can explain your privacy policy in easy-to-understand language can help your account owners feel better protected.

Business Debit Card Brochures

Debit cards provide a high potential for boosting your revenue and strengthening your relationships with commercial customers/members. Our Business Debit Card Brochure helps you promote and sell the features specific to commercial debit cards complete with marketing text, a detachable application, and an agreement.

Customer/Member Education Brochures

Account owners will appreciate these informational reference brochures written in easy-to-understand language. Brochures are available on a variety of banking topics, including deposit, insurance, ATM/debit cards, and more.

Consumer Electronic Program Brochures

Electronic programs are fast becoming your most valuable delivery system. If you offer automated teller machine (ATM) services, debit cards, home banking via personal computer, or touch-tone telephone services, this is one document that gives new meaning to multifunctional: marketing, application, and disclosure all in one.

Switch Kit Brochure

The Switch Kit brochure outlines the process of changing from one financial organization to another.