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Status Potential for future consideration
Created by Guest
Created on Sep 20, 2022

The ability to be sent an email notification for any deposits. Currently only deposit email notifications are for ach and wires.

We need to know when a client walks into a branch and makes a deposit asap and not a month later when we receive the bank statement. There is usually a stub with more information which we can obtain if we know about the deposit when the deposit is happening. A month later the client has usually tossed all supporting documentation.

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  • Guest
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    Mar 29, 2024

    I have at least one client that has specifically requested this so that they can get an alert when we make deposits on their behalf.