No more dual entry
IRAdirect express™ gives you the ability to enter transactions to your core processing system and IRAdirect in one easy step.
Each express integration provides a more efficient, user-friendly workflow for completing forms by entering transaction information into your core processing system. With one easy step, users can complete the necessary forms and post to the core and IRAdirect in real time, making transactions easier for your employees and improving the customer experience.
Major Product Benefits
- Save Time
IRAdirect express receives demographic and transaction data from your core processing system during basic transactions greatly reducing the amount of time spent on dual entry of this data.
- Reduce Risk
IRAdirect express connects to your core processing system and reduces the potential for common errors while streamlining back-office audit processes.
- Simplify Integration
IRAdirect express offers seamless integration with single-sign-on functionality that will automatically log users into IRAdirect from your core processing system. (Currently available for Episys, Keystone, and XP2)
- Improve Client Experience
IRAdirect express reduces redundancies when asking users to enter the account owner’s basic demographic information, simplifying the experience for your clients and processing transactions faster.