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PROFESSIONAL SERVICES

Professional Services to Help You Implement Treasury Management Solutions

Get the most out of your treasury technology investment with expert, end-to-end advisory services and consultations. Unlock new levels of success, shorten time to market and make more money while ensuring a positive client experience. 

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Access Expert Insights and Technology to Deliver Results Faster

Tap into the human capital and expertise you need to drive initiative success by integrating receivables and payment technologies into your existing tech stack, migrating customers to new solutions, onboarding new clients and managing applications and systems.

Features & Benefits

Professional Services for Proven Treasury Results

Successfully define client requirements

Requirements come in many forms and from multiple stakeholders. During upgrades, many clients want to deploy new functions in fresh, unique ways. Deluxe’s business analysts understand how to capture those requirements efficiently.

 

Quickly implement client solutions

Whether you’re a new client or existing, adding functionality or upgrading, Deluxe matches their team to your project to give you the best possible experience. They take the results of your business requirements analysis and bring the solution to life for you and with you.

 

Solution education and customer care

From education and training to customized solutions and robust implementation services, Deluxe is a preferred provider for thousands of organizations, with a more than 80% overall client satisfaction rate.

 

Accelerate project outcomes

The majority of Deluxe’s project managers are PMP-certified by the Project Management Institute, which means they use best practice tools and techniques to deliver results that meet your expectations—on time and on budget.

 
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KEY SERVICES

Improve the Way You Work

Deluxe’s professional services team offers solutions that drive the success of your receivables and payment initiatives.

Implementation, Configuration and Migration Services

  • Discovery, design and technical documentation

  • Project and program management 

  • Software implementation and configuration

  • Hardware, network and infrastructure support  

Managed Services

  • Dedicated system administration support (includes system and process monitoring, new functionality implementation and patching/upgrade support)

  • Business process and workflow review

  • Hyland on-base specialists

  • Custom development 

  • Application and infrastructure consultation

SOLUTIONS

Let’s Take Your Treasury Further

Man researching Lockbox options on his laptop.

Lockbox

Reliable, secure and scalable, lockbox services and convenient lockbox remote capture options streamline receivables processing for checks and other payments.

Two people discussing integrated receivables

Integrated Receivables

Efficient, accurate and automatic, Integrated Receivables speeds cash application by aggregating all your paper and electronic receivables into a single file.

Colleagues learning about EBPP

EBPP Solutions

Delight your customers with simple and secure digital invoicing and payment options through Deluxe’s electronic bill presentment and payment (EBPP) solution.

A man looking out a window thinking about Remote Deposit Capture.

Remote Deposit Capture+

Boost your bank’s revenue and customer satisfaction with Deluxe’s remote check deposit software and hardware.

LEARN MORE

Let’s Maximize Your Treasury Performance 

RESOURCES

Get a Competitive Edge

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