Bank Account Management (BAM)

Easily Manage Account Signers

Assign accounts and documents with one click.

Store and Easily Find Bank Related Documents

Upload signature cards, board resolutions and other bank related documents and then easily assign/associate them with banks, accounts and/or signers.

Inventory Key Bank Information

Keep an inventory of all your banks including contact information, relevant routing details, open / close dates, and details on relationship managers.

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