View account balances, activity, and history. Deposit checks by photo. Pay bills and transfer funds. Send and receive secure messages. Set up account and security alerts. Check branch locations and hours.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
View accounts, balances, and transactions. See cleared check images. Open new accounts. Send money via Zelle®. Transfer between accounts or pay loans. Schedule transfers immediately or recurring. Manage bill payments. Deposit checks using device.
Create and manage chatbots to automate customer interactions. Schedule posts and link replies to comments. Send bulk messages to multiple users. Respond to messages instantly with fast reply options.
Manage customer communications by responding to inbound messages and prioritizing inquiries. Access call data and messages. View live appointment updates. Track and manage customer interactions from a smartphone.
Access real-time account information and search transaction history. Make deposits, transfer funds, and pay bills. View and send secure messages. Find CNB Bank offices and ATMs. Connect to the customer call center with one button.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
View accounts, balances, and transactions. Check cleared check images. Open new accounts. Send money via Zelle®. Transfer between accounts or pay loans. Schedule transfers immediately, future dated, or recurring. Manage and edit bill payments.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
Schedule appointments and send reminders. Communicate with clients through messaging. Accept payments and manage transactions. Store and access client records securely. Track treatment history and note contraindications.
View account balances without logging in. Log in with Touch ID or PIN. Deposit checks remotely. Access transaction history, transfer funds, and receive account notifications.
Check balances and view transactions 24/7. Track pending transactions and manage fund transfers. Review transaction history and send secure messages. Access branch hours and location details.
Access the portal to manage customer Alerts by creating, viewing, claiming, assigning, and closing them. Send and respond to customer messages. Receive notifications for new Alerts and messages.