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Treasury Management Services

Augment your staff, deliver exceptional customer service, and position your financial institution as a trusted partner to your clients with expert treasury management services and RDC help desk.

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Our treasury management client services make it easy for you to scale your business while keeping your customers happy. Teksetra’s team of experts handles all aspects of treasury management, from the initial setup and RDC onboarding to ongoing support, allowing you to focus on other aspects of your business. Think of us as a seamless extension of your team, giving you the resources you need to get more done.

Benefits

Custom Solutions

Need to augment your team or require end-to-end solutions? Our treasury management services include everything your business needs to thrive – from fulfillment to repair and replacement, and even full-service client onboarding. We’ll supplement your staff to boost efficiency and create a seamless experience for your clients.

Experienced Specialists

Our skilled and knowledgeable specialists can handle any bank or fintech project, no matter how complex. You’ll get top-notch technical support and customer service, and our experts are on hand to quickly and efficiently solve any issues with their specialized treasury management knowledge and skills.

Improved Client Satisfaction

Make a great first impression with new clients and enhance loyalty with your existing customers. Our one-stop-shop treasury management client services solution can take your bank’s client experience to the next level. Our fast, effective, and efficient support from our help desk will boost customer satisfaction and minimize frustration.

Increased Scalability

Get nationwide access to top treasury management client services for Remote Deposit Capture (RDC) help desk and all product offerings. Our support is designed to keep up with your demands and usage, so you can attract more customers and grow without compromising service quality. Plus, with our flexible model, you can easily control costs for your business.

Treasury Management Services

Full-Service Client Onboarding

We’ve streamlined outsourcing to handle all aspects of treasury management with ease. Regardless of the software or hardware you’re using for your RDC program, our all-in-one client onboarding makes it seamless setup, and you can expect quality customer service for your clients every step of the way.

Help Desk + Technical Support

We are ready to assist your employees and RDC clients when they require technical support. Our help desk experts handle both hardware and software problems, such as installation and connectivity issues. Clients can easily open a ticket and we will handle the rest, including resolving the issue or initiating next steps to get it fixed.

Fulfillment Services

When your clients need to order devices, our skilled team will efficiently handle all of your fulfillment requirements from start to finish, with the added benefits of online ordering and flexible shipping options. Plus, we provide value-added services such as custom inserts and tailored packaging.

Replacements + Upgrades

With a simple process and a vendor neutral approach, Teksetra can help your team and your clients replace their devices, or find the perfect solution when they need an upgrade. We also offer custom catalogs for your clients to easily purchase their hardware online.

Repair + Maintenance

Unexpected equipment breakdown can quickly disrupt your business operations. By choosing Teksetra, you and your clients can quickly receive the repairs required to keep operations running smoothly. We offer a range of custom repair plans, including flat rate, time plus materials, or contracted service plans.

Platform + Software Conversions

As a system agnostic service provider, we support various systems and platforms. Our experts are here to provide software migration and conversion services to ensure a smooth transition for your clients.

Payment Processing

Get real-time support from our treasury management experts for ACH, wire transfers, positive pay, and controlled disbursements.

Mergers + Acquisitions

Looking for treasury management support for your merger or acquisition? With Teksetra by your side, you’ll have a trusted partner to provide you with all the services your business needs to make the process as smooth and stress-free as possible. We’ll be with you every step of the way, offering our certified technology expertise, proven project management, professional installation, and more.

Customer Service

Our support team is available in real-time, ensuring you and your clients receive prompt and effective assistance when they need it. We align our support availability with service request demand, ensuring that you get the highest level of service possible.

Our Process

Supplement your staff with a single-source solutions provider.

With one single point of contact for all treasury management services, you’ll always have a direct line to the help you need. We take care of hardware fulfillment, replacement and repair, so you don’t have to. Our customer support team is always ready to assist you and answer any questions you may have. We are system agnostic and can provide comprehensive support to clients using a variety of platforms, so you don’t have to worry about compatibility issues. Our cost structure is aligned with usage, ensuring that you only pay for what you need, and our subscription-based model makes it easier for you to budget and manage your costs.

By promoting a focus on sales, we’ll help your business grow and achieve your goals. And since our service eliminates the need for you to provide ongoing onboarding and training, you can save on those costs too. All in all, we’re here to take more off your team’s plate and help your business succeed.

Working with Teksetra made our RDC check scanner refresh painless. Not only did Stephanie help by sourcing affordable hardware solutions and secure ongoing maintenance, she also coordinated remote check scanner installations for numerous scanners. I would highly recommend using Teksetra as a single point of contact vendor for your RDC refresh.

Jodi J., Customer Experience Project Manager, Choice Bank

I, without a doubt, would reach back out to [Teksetra] and specifically Jimmy for any future hardware needs that ONB may have.

Ann L., Vice President/Branch Manager-Stewartville, Old National Bank

“I wanted to let you all know that you did a GREAT job. You have beaten every other install company I have worked with out of the water. THANK YOU!”

Randi H., Teksetra Customer

“It was a great experience working with [Teksetra]! They coordinated all production visits with the customer. Daily reports were produced by [Teksetra], we were promptly informed of possible issues ahead of time, and they satisfied all requirements from the team.”

Lynden E., Teksetra Customer

“I wanted to say thank you for a job (very) well done. Bill and the staff that [Teksetra] provided were professional, competent, and did a great job. I can assure you when an opportunity arises I will most definitely include [Teksetra] as part of the project team.”

Tom R., Teksetra Customer

“The [Teksetra] crew was excellent in managing their time & communicating with our onsite technician and me (project coordinator). They were VERY helpful and offered to assist in ways I didn’t expect (such as placing exit forms on the desks as they did reconnects). Excellent service! Could not be more pleased with [Teksetra’s] service! Thank you so much!”

Renee L., Teksetra Customer

“ProfitStars partnered with [Teksetra] because of their excellent reputation in the marketplace for hardware fulfillment services. [Teksetra] is very responsive to our needs for financial institution hardware support, fulfillment, warranty work, and other needs. The customized website developed for us by [Teksetra] makes ordering simple and deliveries easy to track. The [Teksetra] team provides the fast follow-up we need to succeed in this competitive hardware environment.”

Samantha D., ProfitStars

“[Teksetra’s] Advanced Unit Exchange service is fantastic! I can always rely on them to help me when we have a problem with our check scanner. Having a replacement scanner the next day means I don’t miss making a deposit, which is not only convenient, but critical to my business.”

Jen R., Accounts Receivable Manager, Jim's Formal Wear

“[Teksetra’s] Advanced Unit Exchange service contracts saves me more time than any other product I use. Service is both quick and reliable, and when my customers’ products are in need of repair I have complete confidence in [Teksetra]. With a simple request, they will promptly ship replacements directly to my customers. By using [Teksetra], I can better serve my customers and keep them happy, boosting both customer satisfaction and our bottom line.”

Jared B., Electronic Services, Equity Bank
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Brenda G., Information Technology Security Officer, South Sound Bank
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Diane F., Buffalo Schools

“[Teksetra’s] technicians were very efficient and proficient at the performing the tasks required with minimal disruption to the customer. They did a great job working with the customer, and all I received was positive reviews!”

Lynden E., Teksetra Customer

50 States. Thousands of Technicians.

Whether your challenge needs a quick fix or a complex solution, our team is here to help. Talk to one of our technology experts today.

Call 888.287.4186






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