Our Approach

We know what counts from a partner, so we make it easy for you to implement and offer an overdraft privilege program for personal and business checking account holders in your market.

Program Design and Consultative Guidance

We begin by working with you to determine your program design and parameters. And, since no two markets are alike, we further customize each program to meet your unique goals. Monthly reporting and ongoing guidance support our continuing commitment to your success.

Implementation and Software

Our implementation process is designed to maximize efficiencies and get you to market within 8-10 weeks. From the initial implementation kick-off to remote installation of our software to your first cycle run, our experienced team makes the launch of your new program smooth and seamless.

Training

We offer comprehensive onsite training customized to your institution. Our two-tiered program provides a general product overview for all employees and specialized sales and product training for new account staff at the branch level. We include customizable templates for training and internal communications, live and recorded webinars, sales coaching and best practices guidance for staff rewards and incentives, and more.

Communication Materials

Our programs include copyrighted and compliant text for account holder commuications. Licensed use of our Bounce Protection and Member Privilege trademarks is included, giving you world-class product naming with trademark protection at no incremental cost.

Turnkey and ready now

Bounce Protection for community banks and Member Privilege for credit unions are complete customizable and turnkey solution -- so you’ll be in market in just a few months.

Experience and expertise

We have worked with over 1,000 community banks and credit unions over the past 15 years. We understand retail banking, your business and your challenges ... and we have the expertise to provide complete guidance and support.