Explore features offered in this category.
Users can easily manage their business payments by reviewing and approving their ACH transfers.
Create & Manage ACH
Initiate, oversee, and ensure the execution of electronic payments or transfers.
Schedule, build ACH templates, and create recurring ACH payments.
High Risk Validation for ACH
Users will be required to enter their credentials when initiating an ACH batch considered to be a high-risk payment.
Holds & Prenotes
Temporarily freeze funds during transactions for secure payments and ensure accuracy of account information with test transactions, available today for SilverLake customers only.
Business users can create, edit, delete, and validate routing numbers and financial institutions for each recipient.
Lower interest payments by linking loan or credit accounts to an offset account and validate fund authenticity during setup for added assurance.
Conversations for Business
After Hours Message
Set an after hours message to appear when you are unavailable. This helps your users know when they can expect a response and you can provide other opportunities for self-service/help.
Attach a Form
Save your users a trip to your branch. Now your support staff can attach and send a fully authenticated form (i.e. change of address) with just a couple of clicks – and it’s just as easy for the customer to fill out and send right back!
Attach Accounts, Transactions, Files and Photos
Users and support team members can attach accounts, transactions, files or photos to provide more context to support sessions.
Branded Email Notifications
Receive email notification for new and unread support conversations.
Chat with Teammates
Business users have the ability to chat with their teammates via Conversations for Business.
Start a Conversation
Users can chat securely with your bank’s support team to get the answers they need, designed to feel like the messaging app they use every day.
View Hours of Operation
Users can see when your institution is available to help.
Quickly and efficiently handle batches of check exceptions, rather than individually approving or rejecting each check. For credit unions, this is managed via SSO with our third-party, ACH Alert.
Upload & Enter Issued Items
Prevent check fraud by electronically sharing check information with the bank or by entering each check’s information manually, allowing the bank to check for any errors. For credit unions, this is managed via SSO with our third-party, ACH Alert.
Create, manage organizations and give entitlements from the back office.
Create & Manage Users
Search for, manage, and access user profiles and their associated account details with ease.
View and download a CSV file of all changes made to an organization user.
User Entitlements & Permissions
Grant users specific permissions and entitle them to perform a variety of tasks based on their role.
Manage, view and approve wire transfers above a certain threshold.
Create & Manage Domestic Wires
Create, manage, and send wires from one bank account to another within the United States.
Create & Manage International Wires
Create, manage and send wires transmitted outside of the United States via SSO with our third-party partner, Corpay.
High Risk Validation for Wires
Users will be required to enter their credentials when transmitting a wire considered to be a high-risk payment.
Automate regular wire transfers to occur at set frequencies for simplified and scheduled payments.