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Correspondence Management

Safe Deposit Box System. with. Correspondence Management. Our History. History. Providing Safe Deposit Box Management and other software solutions to financial organizations since 1987 Over 30 years of technology expertise from large enterprise systems to browser-based

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Correspondence Management

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  1. Safe Deposit Box System with Correspondence Management

  2. Our History History • Providing Safe Deposit Box Management and other software solutions to financial organizations since 1987 • Over 30 years of technology expertise from large enterprise systems to browser-based • Over 25 years banking experience • Customer base of over 100 financial organizations RGS Software

  3. Safe Deposit Box System • Better control over delinquent boxes • Ability to know when to drill boxes • Forecast when boxes need to be added in a branch • Determine when boxes can be removed from a branch • Full waiting list • Box archives records • access and user notes about box with time stamp Benefits

  4. Complete knowledge of what is happening with boxes • Improved income/revenues/cost information • Ability to sell boxes across branches • Ability to set realistic pricing • Reduces billing and accounting workload Safe Deposit Box System Benefits

  5. Safe Deposit Box System • CheckFree’s Vault • FTI • IPS now IPS/SENDERO (some versions) • Others may be available upon review of data Benefits Conversions from other systems

  6. Safe Deposit Box System • Immediate identification with optional picture and signature images Use of this feature requires camera, signature pad and/or scanner not included with system Benefits

  7. Safe Deposit Box System • Full information about renters • Immediate cross reference inquiry by name or SSN/EIN • Payment history • Box rates set to automatically change at a future date • Available box inquiry by branch and size • Full waiting list management with look up by name or box type, ordered by date and time requested • Escheatment Features

  8. Safe Deposit Box System • Overdue notices up to 4 months before becoming a drill suspect • Automatic savings or checking debit payment through ACH transactions • Branch office information file for billing and correspondence/forms • Virtually unlimited number of box types and discount codes Features

  9. Safe Deposit Box System • User security level control • Penalty provisions with billing and payments • One transaction to close a box • Full selection of operating reports • Single transaction box transfer Features

  10. Safe Deposit Box System • Flexible label/letter print program • Box access records • Data import/export • Critical field change report • ACH un-post program Features

  11. Correspondence Management System • Immediate letters to new renters • Accurate merging of renter information into letters or forms • Custom statement formats • Custom contract or forms • Consistency in customer correspondence from all branches • User security level control Benefits

  12. Correspondence Management System • Simultaneous access by all users • Up to 999 different letter, form, contract or statement formats • Formats can be changed while system is in use • Full user security Features

  13. Automatically prepares both sides of the American Deposit Services standard contract form Associate See link to American Deposit Services on our home page Phone (800) 880-0353

  14. Runtime environment The Safe Deposit Box Software runs on all current versions of Microsoft Windows Single user or Multiple users with shared files using Pervasive (Workgroup or Client Server) or Microsoft SQL Server

  15. The American Safe Deposit Association (TASDA) We support and encourage membership in TASDA P. O. Box 519 Franklin, IN 46131 (317) 738-4432 or (800) 768-8678 (317) 738-5267 Fax Association

  16. Safe Deposit Box System with Correspondence Management

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