Expand Treasury Management Capabilities with Fintech-Powered Solutions
AI-Backed Relationship Management Platform Built for Community Financial Institutions in Mind
Personalized commercial services to build stronger relationships, simplify the onboarding process, and drive revenue growth with automation. A tool that enables community banks and credit unions to do what they do best: provide exceptional customer experiences. This highly intuitive and user-friendly platform replaces the need for multiple software systems that each come with their own adoption hurdles and learning curves for your staff. Secure, encrypted AI chat bot allows you to chat with the Nacha Rules and Operating Guidelines book, saving teams hours of manual work. You can also automate and track workflows for onboarding, repricing, audits, and more.

TM Liquidity Dashboard
A powerful dashboard that provides real-time reporting and the insights you need at your fingertips. Designed for treasurers, operators, and strategists, the TM Liquidity Dashboard allows you to view detailed transactions, track status, and operate offline with the Fed. You can monitor balance variations, set liquidity alerts, and extract and analyze reports for planning and optimization.

Faster B2C Payment Solution
This faster B2C payment platform revolutionizes the payment process by allowing businesses to send payments directly to customers via SMS, eliminating the need for paper checks, complex registration, and banking apps. Enhanced security measures protect against fraud, ensuring safe transactions. Take your community financial institution to the next level by offering this product to your commercial customers and experience the benefits of checkless savings.