Resources

IntraFi Resources

Case Studies

Case Study: IntraFi® for Simplicity

Whether you’re a CFO, VP of finance, or staff accountant, you know simplicity is more than just a nice-to-have.

See how IntraFi services help a diverse array of financial institutions and depositors across a variety of balance sheet and market scenarios.

Webinars

Operational Implementation and Best Practices for ICS and CDARS

In this session, participants are guided through an operational summary of IntraFi Cash Service, or ICS, and CDARS. Topics covered include how ICS and CDARS work, the customer experience, an overview of the Transaction and Reporting Portal and its entitlements, and time-saving features.

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Access webinars on how to implement and use IntraFi’s services, as well as other educational topics.

Award-Winning Marketing Resources

For your convenience, the company provides network member banks with the tools they need — ready-to-go marketing materials and templates — so that nothing has to be built from scratch (unless your bank wants to). Available resources include campaigns, videos, brochures, presentations, and more.

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Material Highlights

There are many new materials available on IntraFi Connect, including ICS and CDARS overview sales sheets, which are among the most popular items used by member bank marketing and sales professionals.

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Knowledgeable client services team. Ready to help.

Our Client Services team is focused on providing network member banks with a customer experience that is personal, helpful, and simple. The team will work closely to help with the operational implementation so that member bank employees can comfortably begin using IntraFi services.

A list identifying IntraFi network banks can be found at www.IntraFi.com/network-banks.

Deposit placement through an IntraFi service is subject to the terms, conditions, and disclosures in applicable agreements. Deposits that are placed through an IntraFi service at FDIC-insured banks in IntraFi’s network are eligible for FDIC deposit insurance coverage at the network banks. The depositor may exclude banks from eligibility to receive its funds. To meet the conditions for pass-through FDIC deposit insurance, deposit accounts at FDIC-insured banks in IntraFi’s network that hold deposits placed using an IntraFi service are titled, and deposit account records are maintained, in accordance with FDIC regulations for pass-through coverage. Although deposits are placed in increments that do not exceed the FDIC standard maximum deposit insurance amount (“SMDIA”) at any one bank, a depositor’s balances at the institution that places deposits may exceed the SMDIA before settlement for deposits or after settlement for withdrawals or be uninsured (if the placing institution is not an insured bank). The depositor must make any necessary arrangements to protect such balances consistent with applicable law and must determine whether placement through an IntraFi service satisfies any restrictions on its deposits.