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Key Accounts Manager

Segregate client escrow funds and centralize reconcilement

Do you spend too much time reconciling multiple sub-account bank statements? Do demands and responsibilities associated with managing your clients' segregated sub-account deposits continue to grow?

With the productivity-building features of Key Accounts Manager® solution, you can save valuable time by managing and tracking your clients' sub account activities more efficiently. It's an easy-to-use solution that can help simplify this complex and time-consuming process.

Features and Benefits

  • Simplify reconcilement since there's no need for separate bank statements for each customer
  • Meet legal and compliance requirements that prohibit commingling of customer funds
  • Conveniently view reports and perform transfers on-line through Key Total Treasury (KTT)
  • Sub-accounts are protected up to the maximum allowable amount by FDIC insurance
  • Sub-account customers earn interest on savings accounts

Key Total Treasury®

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Key Accounts Manager