Empower Your FI to Select the Best System, Engage Business Clients, and Strengthen Fraud Defense
What’s Inside:
Positive Pay is the gold standard in protecting business clients from rising fraud threats. Whether you’re just starting to implement Positive Pay or looking to enhance your existing solution, our comprehensive Positive Pay Essentials Guide has everything you need to drive success for your institution and your clients.
This kit provides actionable strategies and proven templates to help your treasury team select the right system, promote it effectively, and get buy-in from key decision-makers. Packed with insights and practical tools, the Positive Pay Essentials Guide ensures your FI is prepared to safeguard against check and ACH fraud.
Includes:
- Opportunity Assessment Template
Identify gaps in your fraud prevention strategy and evaluate how Positive Pay can solve them. - Proactive Playbook for Treasury Teams
Step-by-step instructions to promote Positive Pay to your business clients, including key messaging and engagement strategies. - Client-Focused Email Templates
Pre-written emails to educate and onboard business clients, making it easier for your FI to introduce Positive Pay services. - Fraud Prevention Disclosure Guide
Clear guidance on educating clients about fraud risks and the benefits of Positive Pay, ensuring transparency and trust. - Buyer’s Guide
A practical tool to evaluate and compare Positive Pay systems, ensuring your FI selects the solution that fits your unique needs.