accessOPTIMA® Mobile v1.9.2

accessOPTIMA® is a comprehensive digital treasury management platform that provides a centralized, customizable solution for accessing account information and essential tools to support daily cash-flow needs and enhance long-term cash management strategies. Notable features include real-time reporting, integrated payment workflows, self-service options, responsive customer support, and robust security controls to safeguard against fraudulent activities.

• The platform offers a user-friendly customizable dashboard, enabling users to tailor screens to their specific job functions.
• An integrated payment center allows users to conveniently view various transactions - such as wires, ACH transfers, loans, and transfers - on a single screen.
• Access to real-time reporting ensures visibility into current account balances and transaction data around the clock.
• A responsive design ensures a seamless user experience on desktops, mobile phones, and tablets.
• Live chat support connects users with the professional client services team for immediate assistance and issue resolution.
• Administrative controls simplify user management by facilitating user addition, cloning, and customization of permission standards.
• Alert features provide timely notifications of financial activities, enabling users to monitor account transactions promptly.