3. Insite iDeposit

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.

idepositOverview

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.

idepositOverview
idepositOverview2

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.

idepositOverview2

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.

idepositOverview3

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.

idepositOverview3

FEATURES YOU DON'T WANT TO MISS

Top Features

esign

Take advantage of the e-Sign feature, sign documents using a signature pad with iDoc integration.

earnings

Increase earnings by reducing printing and storage costs associated with most reporting environments.

documents

Preview documents and disclosures from within the Insite Core to ensure accuracy of data before printing.

security

Like all Insite products, iDeposit has built-in security features that protect you and your customers’ information.

openAccounts

Efficiently open new accounts with pre-populated fields to produce compliant documents customized by state.

ownership

Available Ownerships and Relationships are based on the state of the Financial Institution.

SEE WHAT OUR PARTNERS HAVE TO SAY

Partner Quote

muscatine

“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