Insite iDeposit
SIMPLIFY YOUR ACCOUNT OPENING PROCESS
Compliance Module
iDeposit is a powerful add-on module designed to simplify the new account opening process. The functionality is integrated with the Insite Banking System, allowing the generation of new account documents and disclosures, all customized by your institution.
SIMPLIFY YOUR ACCOUNT OPENING PROCESS
Compliance Module
iDeposit is a powerful add-on module designed to simplify the new account opening process. The functionality is integrated with the Insite Banking System, allowing the generation of new account documents and disclosures, all customized by your institution.
COLLECT AND SEND INFORMATION
Auto-populate
Together with CSi’s IntelleDoc Solutions, iDeposit offers a real-time, seamless, document creation solution. Account specific information is collected through the core and sent on to CSi. CSi then populates the required forms and sends the completed documents and disclosures back to the Insite Banking System, providing you with ready-to-sign documents and disclosures.
COLLECT AND SEND INFORMATION
Auto-populate
Together with CSi’s IntelleDoc Solutions, iDeposit offers a real-time, seamless, document creation solution. Account specific information is collected through the core and sent on to CSi. CSi then populates the required forms and sends the completed documents and disclosures back to the Insite Banking System, providing you with ready-to-sign documents and disclosures.
A TON OF AUTOMATIC DOCUMENTS
Offered Documents
iDeposit automatically offers a number of documents for your use including: Truth in Savings, Electronic Funds Transfer, Funds Availability Policy, Privacy Notice, Signature Card, Account Agreement, Account Modification, Certificate of Deposit, Trust Separate Agreement, Resolution, TFA Plan Agreement, and much more.
A TON OF AUTOMATIC DOCUMENTS
Offered Documents
iDeposit automatically offers a number of documents for your use including: Truth in Savings, Electronic Funds Transfer, Funds Availability Policy, Privacy Notice, Signature Card, Account Agreement, Account Modification, Certificate of Deposit, Trust Separate Agreement, Resolution, TFA Plan Agreement, and much more.
FEATURES YOU DON'T WANT TO MISS
Top Features
Take advantage of the e-Sign feature, sign documents using a signature pad with iDoc integration.
Increase earnings by reducing printing and storage costs associated with most reporting environments.
Preview documents and disclosures from within the Insite Core to ensure accuracy of data before printing.
Like all Insite products, iDeposit has built-in security features that protect you and your customers’ information.
Efficiently open new accounts with pre-populated fields to produce compliant documents customized by state.
Available Ownerships and Relationships are based on the state of the Financial Institution.
SEE WHAT OUR PARTNERS HAVE TO SAY
Partner Quote
“Using iDeposit lets our customer service reps input the new account/CIF information and print the completed documents in one step all within the Insite Core, significantly cutting time and effort for each new account. “
Community Bank & Trust – Muscatine, IA