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BUSINESS ONLINE SERVICES
TRAINING CENTER

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Get The Most Out of
Business Online Services

PlainsCapital Bank’s Business Online Services (BOS) is a powerful tool that lets you perform transactions and obtain timely account information whenever you need it – 24/7. To ensure that you are able to fully utilize all of the benefits of this tool, we have provided step-by-step demos on everything from Homepage Options to Money Movement.

If you would like a Treasury Management representative to walk you through these demos, or if you have additional question, don’t hesitate to contact us at 214.252.4005.

Homepage
Options Reports Money
Movement Account
Services Company
Administration Mobile
Banking Related
Services

BOS Homepage Options

Approvals VIEW DEMO

Dashboard Maintenance VIEW DEMO

First Time Login VIEW DEMO

Homepage Favorites VIEW DEMO

BOS Reports

Full and Partial Reconciliation VIEW DEMO

Loans VIEW DEMO

Reports COMING SOON

Statements and Documents VIEW DEMO

ACH Reports - Returns and NOC's VIEW DEMO

Downloadable Reports VIEW DEMO

Incoming Wires VIEW DEMO

Returned Checks VIEW DEMO

BOS Money Movement

ACH - Basic COMING SOON

ACH - Template COMING SOON

ACH - Upload COMING SOON

Create Payee VIEW DEMO

Bill Pay Make Payment VIEW DEMO

Transfer Money VIEW DEMO

Wires - Upload COMING SOON

Wires - Basic COMING SOON

Wires - Template COMING SOON

BOS Account Services

ACH Positive Pay Services COMING SOON

Positive Pay - Entering Issues COMING SOON

Positive Pay - Manage Exceptions COMING SOON

RDC - Making Deposits COMING SOON

RDC - Reporting COMING SOON

Stop Payment VIEW DEMO

BOS Company Administration

Administration VIEW DEMO

Communications VIEW DEMO

Company Administration VIEW DEMO

Self Administration VIEW DEMO

Text Alerts VIEW DEMO

BOS Mobile Banking

Bill Pay VIEW DEMO

Deposit VIEW DEMO

How to Enroll VIEW DEMO

Navigation VIEW DEMO

BOS Related Services

IntraFi Deposit Control Panel COMING SOON

OTS Lockbox COMING SOON

Physical Token VIEW DEMO

RDC Scanner Installation COMING SOON

SecureConnect -  Web Certificate Install COMING SOON

Virtual Token VIEW DEMO

Other Treasury Management Solutions

Information & Reporting

Get customized data reporting to monitor all aspects of your cash flow cycle, accessible from your office or on the go.

LEARN MORE

Working Capital Management

Use automated sweep accounts to optimize your cash allocation at the end of each business day.

LEARN MORE

International Services

Exchange currency and conduct business across borders more safely, efficiently, and cost-effectively.

LEARN MORE

Contact Us Today

To learn more about PlainsCapital Bank’s Treasury Management Services, contact your local Treasury Management representative.

EMAIL US
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