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CUTASC is a licensed distributor of Open Solutions’ Wealthview Banking in Canada.
Wealthview Banking offers credit unions:
• A robust core banking technology
• A fulfilling experience for members
• A streamlined operation for your employees
• A better way to compete
• An affordable alternative to competitor systems
Plus WealthView Banking is fully supported by Open Solutions Canada until at least 2020
Read about Wealthview Banking 3.5
Wealthview Banking - A core banking technology foundation for your banking success
A fulfilling experience for your bank members
In today's busy world, your members expect convenience and attentive service. The efficiency and level of service you provide is critical to your institution's success. Whether paying bills online or phoning your call center for mortgage details, your members expect immediate service and up-to-date information, no matter how or where they choose to bank.
Wealthview Banking is an Integrated Banking Solution that synchronizes all of your service channels, so your members can always see real-time account information. If you are looking for a high-performance, up-to-date core banking system that enables you to provide robust, safe and 24x7 banking, we recommend that you talk to us.
A streamlined operation for your employees
Wealthview Banking automates your key business processes such as electronic signature cards, customer follow-up reminders, loan origination, reporting for regulatory compliance, to name a few. It delivers complete, front-end to back-office processing with comprehensive applications for deposits, payments, lending and real-time transaction processing.
It allows you to do more with the same staff levels. Based on Microsoft technology, it is easy to learn for new employees and it integrates with standard Microsoft tools that your employees already use - Microsoft Outlook, Microsoft Excel, Microsoft SQL reporting services and more.
A way to compete
In a crowded financial services industry, credit unions are looking to innovate and differentiate to attract new business ongoing. Creating financial products in a timely fashion becomes imperative. Wealthview Banking supports your new product development efforts and your business analysts can easily set up business rules and customized parameters of new financial products. As a parameter-driven system, you can implement relationship and segment pricing mechanisms and maximize profitability across customer segments.
If you are looking to:
• Offer a fulfilling experience to your members
• Further streamline and automate your core transaction processing
• Find better ways to compete
Please contact us!