 Financial Link® deposits - Wisconsin
The Convenience and Familiarity of Windows®
Financial Link® software solutions allow you to open new accounts and close loans in minutes, with convenient, easy-to-use Windows screens. The point-and-click approach in a Windows environment provides quick and efficient navigation, with the performance, stability and security you demand.
Trusted WBA Forms
Financial Link® Deposits produce genuine Wisconsin Bankers Association (WBA) forms which have been accepted as standard by bank regulatory agencies, attorneys and the Wisconsin judiciary. In conjunction with legal counsel, these forms are developed and reviewed by the WBA Drafting Team, ensuring complete compliance with all State and Federal regulations.
Key Features:
- Easy to learn, easy to use
- Toll-free FIPCO® software support
- Security using passwords and access rights may
be added and changed by a system administrator
- Interfaces with host systems
- Saves time
- Promotes cross-selling opportunities
- Ability to print rate sheets and reports
- Compliance with federal and state regulations
- Traditional, Roth, and Education IRA's using
Wolters Kluwer forms
- Customer database shareable with loan module
- Ability to generate Bar Code fonts on printed documents, click here for additional details
- Electronic signature functionality , click here to view a demo
- Hardware specifications available upon request
The first impression customers have of your financial institution is the one you make when they open their first account. Were you fast? Were you accurate? Good customer service and quick response are the best ways to gain trust and keep customers happy for years to come. Financial Link® Deposits is the reliable software solution that will help you make that great first impression. Also developed specifically for Windows 2000 and Windows XP, Financial Link® Deposits is flexible, easy to use, and will give you the tools needed to provide fast, efficient service.
Financial Link® Deposits guides you through the process of opening new accounts, completing signature cards, account agreements and other documents required
for compliance. Among the many features in Financial Link® Deposits are Annual Percentage Yield (APY)
calculations for Fixed, Variable, Stepped and Tiered Rate Accounts. You will also get Truth-in-Savings Disclosures (with current APY and interest rates) which are instantly accessible with the touch of a key, along with numerous "what if " calculations.
Financial Link® Deposits will be set up to handle all the types of accounts offered by your institution. You can open checking, Money Market, Savings, IRA and certificate of deposit accounts quickly and efficiently. You even have the flexibility to change default information yourself.
All of the required account opening and disclosure forms are included with Financial Link® Deposits, plus ATM and Debit card disclosures, safe deposit, stop payment, currency transaction reports and other transactions and miscellaneous forms. All forms are laser generated and accommodate multiple account and ownership types.
Most importantly, Financial Link® Deposits is easy to learn and use. Select the desired account and Financial Link® Deposits generates all required forms automatically. Your New Accounts personnel can easily learn Financial Link® Deposits today and use the system tomorrow. Unsurpassed Service
FIPCO offers service when you need it. The staff is comprised of experienced professionals who understand financial institutions and the Financial Link® program. The toll free software support line and extended weekend support services ensure that your questions are answered promptly by specialized software and technical staff.
Compliance questions are addressed quickly by the Wisconsin Bankers Association (WBA) legal department.
Software training is located at FIPCO's state-of-the-art facility in Madison, Wisconsin, while continuing education opportunities are provided during software conferences held each year. Additionally, customers receive up-to-date information through publications like FIPCO's newsletter, Financial NEWSLINK .
The FIPCO Software User Committee represents the needs of FIPCO software users throughout the state, and plays a very significant role in the decisions that are made pertaining to the products and services that FIPCO markets and supports. The committee acts as an information liaison between software users and the FIPCO staff. Based upon user input, the committee provides suggestions for software modifications and enhancements, and assists in planning FIPCO's annual software conferences.
Financial Link® Customer Testimonials
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