accessOptima Treasury Management: Corporate Finance - Commercial Banking

Save time and streamline your treasury management activities.

accessOptima is a security-enhanced treasury management platform with real-time information, seamless payment functionality and practical tools to help you meet daily cash flow requirements and make well-informed business decisions.

Combat fraud and cyber threats

Ensuring the safety of financial transactions and data is paramount.

Real-Time Payments (RTP)

Enable instant money transfers anytime: Immediate transaction capabilities are vital for sustaining cash flow and operational efficiency.

24/7 real-time updates

Access to current financial data is essential for informed decision-making.

Unified payment center for transactions

Streamlining payment processes enhances efficiency and reduces errors.

Manage user profiles easily

Effective user management ensures that the right people have the right access.

Personalize your workspace screens

Personalizing the interface can improve user experience and productivity.

Transactions

Manage a wide range of transactions.

Initiate, schedule and approve various domestic and international payment types
Make Positive Pay decisions to confirm authorized payments and protect against fraud
Access multiple report types and view images of checks paid, deposit ticket and returned deposited item

Money Movement

Easily move money on your accounts.

Real-Time Payments (RTP) let you send and receive money immediately
Domestic, international and same day ACH Debit
Domestic and international Wire transfers
Unlimited mobile check deposits

Secure Technology

Protect your company from fraud and cybersecurity threats.

Multifactor authentication
RSA SecurID® token(s)
1024-bit SSL encryption

All fields are required unless marked as "Optional".

First Name

Valid First Name required

Last Name

Valid Last Name required

Company Name

Valid Company Name required

Company State

Valid Company State required.

Phone Number

Valid Phone required must be 10 digits number 0-9

Valid Email required must have @ included.

Capability of Interest

Valid Capability of Interest required.

Other Interest

Valid other interest required

Company Revenue Size

Valid Annual Revenue required.

How can we help? (Optional)

Thank you!

We have received your inquiry. A Citizens Securities, Inc. (CSI) Advisor will be in touch shortly.

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“Citizens” is the marketing name for the business of Citizens Financial Group, Inc. (“CFG”) and its subsidiaries. “Citizens Capital Markets & Advisory” is the marketing name for the investment banking, research, sales, and trading activities of our institutional broker-dealer, Citizens JMP Securities, LLC (“CJMPS”), Member FINRA and SIPC (See FINRA BrokerCheck and SIPC.org). Securities products and services are offered to institutional clients through CJMPS. (CJMPS disclosures and CJMP Form CRS). Banking products and services are offered through Citizens Bank, N.A., Member FDIC. Citizens Valuation Services is a business division of Willamette Management Associates, Inc. (a wholly owned subsidiary of CFG).

Securities and investment products are subject to risk, including principal amount invested and are: NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE

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