Client Money Channels

Online solutions for Client Accounts

If your business involves administering accounts for your clients, then we can help make the process much easier. Our cash management solutions and online services give you the ability to transfer money and make payments as and when you need to, giving you control and saving you time. Our online solutions allows you to segregate client funds easily and efficiently, to complete cashbook accounting, make payments and allocate receipts.

Bank of Scotland

i|SITE  

Developed specifically to meet the needs of our Client Banking customers, i|SITE uses cutting edge online software to provide a solution of adaptable and flexible portfolio management.

With i|SITE, you have the potential to open your own client accounts – instantly*. You can action transfer of funds immediately, where authorised, and keep right up-to-date with transactions using live data. What’s more, i|SITE integrates seamlessly with your back office systems for easy reporting and hassle-free administration. Highly flexible, fully encrypted and fast, i|SITE puts you in full control.

i|SITE acts as your very own virtual branch, offering access to the Bank’s mainframe. This allows customers to manage as many individual, interest-bearing accounts as they wish, all in real-time, and provides a highly secure online environment, with unique sort codes and account numbers tailored to suit your individual client requirements.

As well as offering faster, more efficient funds management and the ability to handle multiple currencies, i|SITE enables you to manage your clients’ interest earnings more efficiently. You have the flexibility and control to set individual interest rates on different accounts. As the Bank pays interest on the total value of the accounts you hold rather than on each individual account, you can earn income on the interest turn or alternatively, pay higher rates to your best clients, where client consent is obtained. i|SITE really does put you in control.

View a demo of i|SITE.

LLOYDS TSB

Client Cash Manager 

Managing large volumes of client accounts can be an administrative nightmare, so our client cash management services aim to help make the process much easier for you. Whether you want to set up accounts, deposit money, pay money out or need to be able to access client account information easily, our services aim to meet your needs.

_{All applications for our products and services are subject to eligibility criteria.}