accessOPTIMA

Save time and streamline your treasury management activities.

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Gain Visibility and Control

A single vantage point to manage your accounts and transactions.

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.

  • Customizable screens to tailor your workspace for individual needs
  • Integrated payment center to manage transactions and templates in one place
  • Real-Time Payments (RTP) let you send and receive money immediately, 24x7x365
  • Intuitive administration to create, add and control user profiles
  • Real-time reporting to view up-to-date account information, 24/7
  • Security features to help combat fraud and cyber-security threats

Manage a wide range of transactions:

  • Initiate, schedule and review 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 items delivered through Lockbox or E-Z Deposit®
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accessOPTIMA Users

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© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC

“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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