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CourtesyLimit

Automated scoring to minimize risk and enhance overdraft program performance

Industry Innovation. BSG Financial’s commitment to develop innovative profit-enhancing solutions is demonstrated by its introduction of CourtesyLimit™, the automated scoring module that minimizes risk and enhances overdraft program performance.

No one-size-fits-all solution. Incorporating advanced algorithms, CourtesyLimit™ analyzes the status and activity in an accountholder’s entire financial portfolio before determining an individual overdraft limit that rewards the best, low-risk accountholders with higher limits.

Your institution can set risk tolerances with minimum and maximum limits, as well as define safeguard criteria that would always result in a zero limit. Not only will accountholders appreciate the personalized program, your personnel will spend less time making pay/return decisions.

Generates daily overdraft limits based on user-defined plan settings.
Unlimited number of plans can be set up to customize plan settings for different risk tolerances.
Understandable and easy to use.
Min/Max settings based on acceptable risk tolerances.
Calculated limits are adjusted automatically for relationship and deposit risk factors that are set by the user; calculated limits are always constrained by the Min/Max settings.
12 Standard Reports available to monitor overdraft limits and make appropriate plan adjustments.
Users can be assigned access rights down to the branch level.

 

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Courtesy Connect
Provides
Conservative, Customer-Friendly Strategies through our ‘Responsible Approach’
Program Implementation &
Best Practices
Ongoing Regulatory &
Compliance Guidance
  100% COMPLIANCE
GUARANTEE!
Web-based Platform
Unparalleled Software
Profitability &
Accountholder Service
CourtesyLimit™
CourtesyConnect® for Business Accounts
 
Success Stories


Irwin Bank & TrustCompany,
Irwin, PA

» View Case Study

Nassau Educators Federal Credit Union, Westbury, NY
» View Case Study

First United Bank, Crete, IL
» View Case Study

Farmers Bank & Capital Trust Co.,
Frankfort, KY

» View Case Study

 
Product Brochure


CourtesyConnect®
» Download Product Brochure

CourtesyLimit®
» Download Product Brochure