Promontory Interfinancial Network is now IntraFi Network. New name, same great company.

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Driving Success with ICS & CDARS (Now Named IntraFiSM Network DepositsSM)

 

So your bank is ready to go to market with ICS®, the Insured Cash Sweep® service, and CDARS®. Now what? At IntraFi Network, we have worked with thousands of banks that use ICS and CDARS to offer customers access to multi-million-dollar FDIC insurance; to attract high-dollar, relationship-based deposits; and to grow profitability. Based on more than 15 years of listening to banker experiences, we have created a new resource designed to illustrate the most successful practices of banks that use ICS and CDARS. This webinar will cover strategies used by banks to maximize adoption of the services, as well as the materials and resources available to your bank to do so.

Opportunities for Your Bank and Safety for Your Customers

Free Webinar:

Volatility is not the end of opportunity. Perhaps surprisingly, these unprecedented times offer a unique opportunity for your bank to bolster customer confidence and strengthen relationships while at the same time enhancing its brand and growing franchise value. Reserve your seat in an upcoming webinar to discover how your bank can capitalize on customer flights to safety and:

  • provide the peace of mind its customers crave now by making funds placed in money market deposit accounts, demand deposit accounts, and CDs eligible for multi-million-dollar FDIC insurance
  • offer deposit options that, unlike prime money market mutual funds, are not subject to floating net asset values, liquidity fees, or liquidity gates
  • showcase its dedication to providing personal service, transparency, and simplicity—qualities that research shows bank customers consistently value
  • proactively manage liquidity with off- and on-balance- sheet funding options

Brought to you by IntraFi NetworkSM, a company chosen by ~3,000 financial institutions, this webinar is for banks of all sizes and may be of special interest for community banks that currently use collateralized deposits or listing services. The webinar is also recommended as a refresher for banks that already offer the company’s services. 

How to Manage CDARS & ICS Operations (Now Called IntraFi Network Deposits)

In this session, participants are guided through an operational summary of CDARS and ICS, or the Insured Cash Sweep service. Topics covered include how CDARS and ICS work, the customer experience, an overview of the Transaction & Reporting Portal and its entitlements, and time-saving features.

 

Explaining ICS (Now Called IntraFi Network Deposits) to Customers

Need help explaining why ICS, the Insured Cash Sweep service, is the right solution for your customer’s needs and how the service works? IntraFi Network’s free webinar explores how your institution can offer customers access to multi-million-dollar FDIC insurance in either a demand deposit or money market deposit account, plus a return on their investments.

We also help you explain the ICS sign-up process, customer experience, and available tools and resources. Additionally, you learn how your bank can easily market ICS and what support IntraFi Network provides to your institution. Register today for this session.

Explaining CDARS (Now Called IntraFi Network Deposits) to Customers

Need help explaining why CDARS is the right solution for your customer’s needs and how the service works? IntraFi Network’s free webinar explores how your institution can offer customers access to multi-million-dollar FDIC insurance on time deposits. We also help you explain the CDARS sign-up process, customer experience, and available tools and resources. Additionally, you learn how your bank can easily market CDARS and what support Promontory Network provides to your institution. Register today for this session.

 

Paperwork Overview for ICS (Now Called IntraFi Network Deposits)

In this session, participants are guided through the paperwork required to open an ICS account. Topics covered include the ICS Deposit Placement Agreement and Custodial Agreement, as well as account maintenance documents and ICS statements. Participants should have already completed an introductory training session or the "Introduction to ICS" webinar.

 

Paperwork Overview for CDARS (Now Called IntraFi Network Deposits)

In this session, participants are guided through the paperwork required to open a CDARS account. Topics covered include the CDARS Deposit Placement Agreement and Custodial Agreement, the CDARS Request for Account Placement (order form), and the CDARS Early Withdrawal Addendum. Additionally, CDARS statements, new account notices, and maturity notices will be reviewed. Participants should have already completed an introductory training session or the "Introduction to CDARS" webinar.