Transitioning to accessOPTIMAA resource center to help you prepare for the new treasury management platform |
Citizens is excited to present accessOPTIMA – a new treasury management platform that utilizes leading technology to increase business efficiency, productivity and profitability. Customization lets users configure the dashboard and screens to meet unique needs. Responsive design delivers a seamless experience across all devices and real-time reporting allows you to know where your accounts stand, at a given time.
Learn how accessOPTIMA can facilitate growth and help your business reach its potential.
Discover the new features you’ll receive with accessOPTIMA.
accessOPTIMA |
Current Platform* |
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Customizable DashboardTailor any screen to your specific job requirements by adding the functions and reports you need |
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Integrated Payment CenterAccess payments and templates on one screen, including wires, ACH, loans and transfers |
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New Payment TypesIncludes federal tax wires, loan payments/drawdowns and SWIFT MT101 |
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New Internal Transfer TypesIncludes one-to-many and many-to-one |
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Real-Time ReportingDisplays current account balance and transaction information, 24/7 |
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Additional E-StatementsIncludes commercial loans, sweeps and mutual funds |
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Extended Reporting Archive PeriodsArchive balances and transactions (up to 18 months) and e-statements and check images (up to 7 years) |
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Deposit Tickets / Same Day Control Disbursement ImagesProvides images for deposit tickets and disbursement checks |
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New Reports AvailableIncludes vault activity and escheatment report |
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Reverse Positive PayHelps protect accounts from check fraud |
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Responsive DesignProvides a seamless experience across desktop, mobile phone and tablet devices |
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Live ChatConnects to client services for answers to questions or problem resolution |
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Administrative ControlsA simplified way to add or clone users and set individual permissions |
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Variety of AlertsMonitor accounts for information reporting, payments, positive pay, administration and utilities |
+ | |||||
*accessMONEY Manager® | ||||||
Customizable DashboardTailor any screen to your specific job requirements by adding the functions and reports you need |
||
| accessOPTIMA | Current Platform* | |
Integrated Payment CenterAccess payments and templates on one screen, including wires, ACH, loans and transfers |
||
| accessOPTIMA | Current Platform* | |
New Payment TypesIncludes federal tax wires, loan payments/drawdowns and SWIFT MT101 |
||
| accessOPTIMA | Current Platform* | |
New Internal Transfer TypesIncludes one-to-many and many-to-one |
||
| accessOPTIMA | Current Platform* | |
Real-Time ReportingDisplays current account balance and transaction information, 24/7 |
||
| accessOPTIMA | Current Platform* | |
Additional E-StatementsIncludes commercial loans, sweeps and mutual funds |
||
| accessOPTIMA | Current Platform* | |
Extended Reporting Archive PeriodsArchive balances and transactions (up to 18 months) and e-statements and check images (up to 7 years) |
||
| accessOPTIMA | Current Platform* | |
Deposit Tickets / Same Day Control Disbursement ImagesProvides images for deposit tickets and disbursement checks |
||
| accessOPTIMA | Current Platform* | |
New Reports AvailableIncludes vault activity and escheatment report |
||
| accessOPTIMA | Current Platform* | |
Reverse Positive PayHelps protect accounts from check fraud |
||
| accessOPTIMA | Current Platform* | |
Responsive DesignProvides a seamless experience across desktop, mobile phone and tablet devices |
||
| accessOPTIMA | Current Platform* | |
Live ChatConnects to client services for answers to questions or problem resolution |
||
| accessOPTIMA | Current Platform* | |
Administrative ControlsA simplified way to add or clone users and set individual permissions |
||
| accessOPTIMA | Current Platform* | |
| + | ||
Variety of AlertsMonitor accounts for information reporting, payments, positive pay, administration and utilities |
||
| accessOPTIMA | Current Platform* | |
| + | ||
*accessMONEY Manager® | ||
Learn about the transition plan and timeframes, so you know what to expect and when.
Ensure you meet the browser and security requirements needed to use accessOPTIMA.
These detailed how-to videos will help you get the most out of accessOPTIMA.
Take advantage of the training videos and guides to help you get familiar with the new platform.
If you have questions, please contact your Treasury Solutions sales specialist or Citizens Client Services at 877.550.5933 (or +1.401.282.1362, internationally), Monday through Friday, 7 a.m. – 7 p.m. ET.