Wolters Kluwer Financial Services

Deposit Solutions

Our products and services help you meet the specific needs of both consumers and businesses, as well as those needs unique to your deposit process. The wide variety of Bankers Systems' product mediums allows you to create a combination of solutions that work together to help you develop a more efficient work flow.

We can help you manage your deposit process more efficiently. From front-end policy development and training through back-end monitoring and reporting, our solutions address your needs throughout the deposit workflow.

To view the entire workflow, use the arrows below to scroll back and forth.
Policy Development
Developing, maintaining, and updating your deposit policies and procedures is a vital part of your business operations.
Staff Training
Employees who are properly trained can help your institution comply with policies and procedures.
Begin Sales Process - Customer Notification / Education / Awareness
Respond to the needs of both existing and potential account owners as you begin the deposit account process.
Initiate Deposit Transaction
Gather the basic information needed to initiate the transaction.
Application
Complete the proper documentation.
Account Opening
Account owners will not only need all the required disclosures, but copies of the necessary documents for their new account as well.
Check Ordering
You’ll gather the information needed to produce the checks and your account owner may choose a check design.
Documentation
Collecting and storing all the documentation to help you remain in compliance.
Book
After completing the documentation for a particular transaction, the deposit account is booked.
Reporting
Additional reporting to specific regulatory agencies may be required in order to comply with the regulations.
Ongoing Monitoring & Operations
You provide various services for the account holder throughout the life of the account.
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Contact Us now to find out more on solutions to fit your needs.

Before you make any HSA decisions...