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Correspondence Management

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Presentation on theme: "Correspondence Management"— Presentation transcript:

1 Correspondence Management
Safe Deposit Box System with Correspondence Management

2 Our History History RGS Software
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

3 Safe Deposit Box System
Benefits 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

4 Safe Deposit Box System
Benefits 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

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

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

7 Safe Deposit Box System
Features 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

8 Safe Deposit Box System
Features 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

9 Safe Deposit Box System
Features 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

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

11 Correspondence Management System
Benefits 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

12 Correspondence Management System
Features 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

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

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 Association The American Safe Deposit Association (TASDA)
We support and encourage membership in TASDA P. O. Box 519 Franklin, IN 46131 (317) or (800) (317) Fax

16 Correspondence Management
Safe Deposit Box System with Correspondence Management


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