focused implementation brings the entire
CourtesyConnect® program together quickly
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
- 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.
Implementation of CourtesyConnect® includes
a complete set of BSG Financial's Best Practices
to administer the program in a fully compliant
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.