Wolters Kluwer Financial Services

ARTA® Deposit Documentation System for Credit Unions

ARTA® Deposit is designed to help your credit union manage routine and high-volume deposit and IRA accounts efficiently, while also helping reduce your risk and improving your compliance effectiveness.

  • Document deposit accounts, including savings, checking, IRAs, and CDs.

  • Save time and focus more of your energy on members.

  • Automatically select the appropriate documents and disclosures based on state and federal requirements, as well as your credit union's specific policies.

  • Reduce your risk of incomplete deposit accounts.

  • Help make sure your compliance policies are followed on all deposit accounts.

  • Shorten the time it takes to open an account.

  • Improve member service by making the account-opening process simple.

Easy to Use

  • Easy navigation makes training staff more convenient

  • Data validation helps you locate possible data input errors or missing information, as well as improve accuracy and consistency

  • User-friendly Windows® technology offers your staff a format that they're likely already familiar with

  • Help text helps minimize training time and costs with fast, in-depth answers

Efficient

  • Preset fees, charges, interest rates, and calculation methods for your most popular transactions

  • Tailor policies to reflect your language and address your specific concerns

  • Respond to market changes and member needs by easily updating policies, disclosures, and rates

  • Quickly assess the risk of members and address money laundering concerns with seamless integration to PCi's Wiz Sentri™ solutions

  • Complete multiple transactions during a single account opening

  • Connect to DeluxePort™ Plus or Liberty, so you can order checks without leaving the system

  • Grow your deposit business by using the IRA and Health Savings Account (HSA) documentation that is included in the solution

Compliance Driven

  • One system for managing rates and documents across all branches

  • Autoselection helps determine the appropriate documents for transactions

  • Trusted, off-the-shelf static documents that address federal and state-related compliance regulations

  • Dynamic documents that can be customized to include your specific language and only the information that pertains to each specific transaction

  • Documents and disclosures for both consumer and business transactions, including those needed for small business accounts

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