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accessOPTIMA™ is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy

accessOPTIMA® Mobile

by Citizens Bank, N.A.

What is it about?

accessOPTIMA™ is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy. Key features include real-time reporting, integrated payment workflows, self-service capabilities, live customer support and security controls to help mitigate fraud.

App Details

Version
2.8.2
Rating
(18)
Size
19Mb
Genre
Finance Business
Last updated
January 24, 2024
Release date
November 17, 2019
More info

App Screenshots

App Store Description

accessOPTIMA™ is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy. Key features include real-time reporting, integrated payment workflows, self-service capabilities, live customer support and security controls to help mitigate fraud.

accessOPTIMA delivers enhanced capabilities:

• Customizable dashboard lets you tailor screens with the information you need for your specific job function
• Integrated payment center allow you to view multiple transactions - including wires, ACH, loans and transfers - on one screen
• Real-time reporting gives you access to current account balances and transaction data, 24/7
• Responsive design provides a seamless experience across desktop, mobile phone and tablet devices
• Live chat puts you in contact with our dedicated client services team for answers to questions or help resolving issues
• Administrative controls offer a simple way to add or clone users and set individual permission standards
• Alerts raise awareness of financial activities so you can monitor various accounts whenever a transaction occurs

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