Banks
Communications built for banks that keep growing.
Optria works with community and regional banks from $300 million to $40 billion in assets, across Jack Henry, Fiserv, and FIS environments.
15+ YearsAVERAGE CLIENT RELATIONSHIP
$300M-$40BINSTITUTION ASSET RANGE
20+ YearsBANKING DATA EXPERTISE
SOC 2SECURITY CONTROLS
What banks bring us
The problems that show up in bank operations.
01
Acquisition and conversion
Two cores, two document sets, and history that does not move cleanly into the surviving environment.
02
Commercial complexity
Analysis statements, multi-account relationships, and treasury documents that a standard template cannot handle.
03
Regulatory timing
Change in terms, privacy, and required notices with dates that cannot move.
04
Deposit growth
Relevant offers placed on statements already going out, rather than a separate campaign mailing.
FIRST COMMUNITY
STATEMENT OF ACCOUNT
Beginning balance$3,080.00
Deposits and credits$1,240.00
Withdrawals and debits$101.14
Interest paid$0.00
Ending balance$4,218.86
CD maturing September 14. Your 12-month certificate renews automatically unless you contact the branch. Current 13-month rate: 4.15% APY.
Privacy notice
FIRST COMMUNITY
ANNUAL PRIVACY NOTICE
Facts. What does First Community do with your personal information? Financial companies choose how they share. Federal law gives you the right to limit some but not all sharing.
Reasons we can share. Everyday business purposes, marketing, joint marketing with other financial companies.
Reasons we can share. Everyday business purposes, marketing, joint marketing with other financial companies.
Talk with a team that works only with financial institutions.
Your team should not have to explain what a core system is or why a required notice has a deadline.
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