BSG Financial's focused implementation brings the entire CourtesyConnect® program together quickly — typically in eight to twelve weeks — using proven methods to allow immediate increases in income and accountholder satisfaction.

Along with comprehensive training on how to manage accountholder questions and concerns, client financial institutions also receive breaking news and updates on the regulatory environment and post-implementation support:

• Users' Groups Conference Calls
• Clients' Symposium, featuring compelling speakers and timely industry topics;
• quarterly newsletters; and
• telephone and on-site support.

BSG Financial also conducts a diagnostic review 90 days after program implementation to ensure optimum performance and client satisfaction.

Best Practices
Implementation of CourtesyConnect® includes a complete set of BSG Financial's Best Practices to administer the program in a fully compliant manner.

These standards help establish software strategies and actions that enable an institution to automatically manage accountholder overdrafts, from generating a first-notice letter to subsequent letters or e-mails, and inbound and outbound telephone calls for information and collection purposes.

BSG Financial's Best Practices align perfectly (and have since the program was introduced) with federal regulations and guidelines.

 

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