Solutions

Banking Cards

Automate your banking flows from moving Q2 groups, sending email/push notifications & more

Automate Banking

Automate changing your users Q2 group membership and sending user notifications. Use our back office tool on Q2 Central/Console to configure...

Move groups

Advertise

Send/Email notifications

Increase deposits, new account openings, and engagement with our automated referral solutions

Refer a Friend

Grow your deposits with our friend referral program that tracks and automates the entire process, from sending invites (via email, text, and social media) to ...

Seamless invites

Automated tracking

Instant rewards

Empower your customers to manage their CDs from online banking

Self Service CDs

Empower your customers to manage opening, renewing, and cashing out their own Certificates of Deposit with a few clicks in online banking. Self-service CDs...

Certificate of deposit

Account opening

Forms

Update Contact Info This project is used to update the information of the logged-in user. Previously, update address…

Stop ACH Payments Eliminate slow, manual ACH transfers and switch to faster, more secure payment methods with full…

Debit Card Limit Enhancement Easily request increased debit card limits—whether for daily purchases, ATM withdrawals, or online transactions

Document eSigning Do you offer an online banking product that requires an electronic agreement and an e-signature?

Single Sign-On

Elan Single Sign‑On Seamlessly access your credit card account from your existing online banking portal—no extra login required.

nCino Single Sign‑On Integrate nCino with your core platform using Single Sign-On to streamline user journeys and strengthen…

SEI Single Sign‑On Seamlessly access your credit card account from your existing online banking portal—no extra login required.

Integrated Payable SSO Seamless Access to Integrated Payables with SSO

Secure, One-Click Access with Amplifi SSO Use your corporate login—via Azure AD, Okta, or Google—to access everything in…

Self-service Online Banking Features

Update Contact Info This project is used to update the information of the logged-in user. Previously, update address…

Stop ACH Payments Eliminate slow, manual ACH transfers and switch to faster, more secure payment methods with full…

Debit Card Limit Enhancement Easily request increased debit card limits—whether for daily purchases, ATM withdrawals, or online transactions

Display Full Account & Routing Number Easily view your full account and routing numbers securely online—for direct deposits,…

Account closure Begin your account closure online in a few simple steps. Please verify that all transactions are…

Loan Payoff letter Easily request a payoff letter with your loan balance, final amount, and payment instructions—ensuring a…

Generate direct deposit form Create a direct deposit form in seconds with pre-filled bank information.Perfect for sharing with…

Custom loan applications Create and manage custom loan applications tailored to your institution’s unique lending products, workflows, and…