Digital Onboarding

  1. Digital Onboarding
  2. Treasury Fulfillment

Q2 Treasury Fulfillment: Better, faster onboarding for treasury services

Treasury onboarding at most financial institutions relies on manual processes that delay revenue and frustrate clients. Q2 Treasury Fulfillment automates service setup, data capture, and provisioning so new commercial clients go live faster.

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Smarter, faster data capture

Easily document and capture all customer request details with our intuitive Treasury Fulfillment Form.

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Quicker form completion

Reduce manual errors and expedite requests with user-friendly layouts, features, and prep-populated information.

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Seamless integration

Efficiently transfer information between Q2 Digital Banking, your front-office, back-office, and source systems.

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Automated product fulfillment

Mitigate risk and eliminate manual re-entry with automated provisioning and fulfillment processes.

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Why financial institutions automate treasury onboarding

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    Scale quickly and efficiently

    Grow your treasury portfolio by automating repetitive onboarding tasks with out-of-the-box integrations.

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    Free up time and resources

    Alleviate staff burden by reducing labor-intensive workflows, allowing them to focus elsewhere.

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    Accelerate speed-to-revenue

    Realize revenue faster and drive satisfaction by expediting implementation and streamlining maintenance requests.

Why Encore Bank chose Q2 Treasury Fulfillment

"Q2 Treasury Fulfillment represents a meaningful step forward for institutions looking to compete more effectively in the commercial banking space. By streamlining implementation and reducing operational friction, it allows us to focus more on serving clients and growing relationships."

Erin Simpson
EVP and Chief Operations Officer, Encore Bank

FAQs

What is Q2 Treasury Fulfillment?

Q2 Treasury Fulfillment is software that automates how banks and credit unions onboard, provision, and maintain treasury services for commercial clients. It captures service requests on a structured digital form and passes that data to the systems that fulfill them, so staff never rekey the same information. It is embedded in the Q2 Digital Banking Platform and is a component of Q2 Catalyst.

How is treasury fulfillment different from treasury onboarding workflow software?

Most onboarding tools manage the workflow but still leave staff to set up each service manually in back-office systems. Q2 Treasury Fulfillment automates the fulfillment step itself, provisioning the service once the request is captured. That is what shortens the gap between a signed agreement and an active, revenue-generating service.

Which treasury services can be onboarded through Q2 Treasury Fulfillment?

Requests for each supported treasury service are captured on the Treasury Fulfillment Form and provisioned through automated workflows. Services include: ACH Batch, ACH Collections, ACH EFTPS, ACH Payroll, ACH Positive Pay, ACH Receipt, ACH Single Payment, Domestic Wires, Instant Payments, International Wires, Online Entitlements, Online Features, PNV Check Positive Pay, Positive Pay, ACH Blocks, ACH Reporting, Image Cash Letter, Investment or Repurchase Sweep, Loan Sweep, Mobile Deposit, and Remote Deposit Capture.

Who is Q2 Treasury Fulfillment for?

It is built for banks and credit unions that sell treasury management services to commercial clients, and specifically for the treasury implementation, operations, and onboarding teams that set those services up. Institutions competing on commercial deposit growth get the most value, because manual implementation is typically the constraint on how many new relationships a team can activate.

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