Can TreasuryAgent make it easier to transition clients when we purchase another bank?
Yes. TreasuryAgent does offer some options. First, if the acquired clients use treasury technology such as reconciliation systems, treasury workstations, ACH initiation, cash forecasting or positive pay issue systems, TreasuryAgent can be configured to work with the acquired bank’s website. This achieves three goals: immediate branding for the new bank, eliminating TTY yet leaving newly acquired clients on acquired bank website where all their accounts and services are configured as they like. When your bank is ready, TreasuryAgent can cut the clients over to the new system. Clients will not even be aware that one day TreasuryAgent was connecting with the old bank website, then the next day to the new bank website. Second, the acquired bank may have distributed fat client software that clients refuse to get rid of on short notice. The fat client software can have the TreasuryAgent DLL or Command-Line version attached to it and facilitate the cutover to your banks website.
