Manage finances with real-time updates and access to account details. Chat with advisors, schedule video meetings, and share documents. Sign agreements electronically and use whiteboarding for discussions.
View business relationship details, access account information, and manage communication preferences. Send and receive messages, track service requests, and update personal contact information.
Approve transactions from smartphones and tablets.
The app allows managers to approve or reject various transactions like purchase orders and invoices from mobile devices. This capability helps reduce delays and improve business processes by enabling prompt actions.
The app provides mobile access to Access Expense and FocalPoint features. Users can log expenses, attach receipt photos, and approve timesheets or purchase requests.
