Treasury Management Enhancements
CBB Treasury Management Capabilities
As a Chain Bridge Bank commercial client using our Treasury Management platform, we would like to tell you about new enhancements to this service. Because we are continuously improving the software, we will keep you informed of its latest features.

Chain Bridge Bank's Treasury Management platform is among the most advanced banking applications available today. It is a highly configurable software-as-a-service solution that combines robust capabilities with user-friendly simplicity.

Below is an overview of new features, updates, and improvements to the Chain Bridge Bank Treasury Management platform completed in March.
NEW FEATURES
MOBILE
  • Loan payments are now included in Pending Approvals and can be approved through the mobile app.

  • Users are now able to see up to 18 months of activity.
PAYMENTS PENDING APPROVAL WIDGET
  • Clients now have the ability to update their security settings to require approval for loan payments. Contact a member of our Treasury Management team at (703)-748-3455 if you would like more information on this enhanced security feature.
LOAN PAYMENTS
  • A new Quick Loan Payment widget allows users to create and submit loan payments directly from the dashboard.

  • Approved users can now create loan payments using the Create Loan Payment page, which offers the ability to view and search for processed and scheduled loan payments.

  • Loan payments can be created as principal and interest or principal only.
UPDATES AND IMPROVEMENTS
REPORTS
  • Additional date selection options have been added to the search filters within Reporting. Now users can narrow their searches using Today, Week-to-Date or Year-to-Date.

  • The EDI Reporting workflow has been enhanced so that the user experience is improved when downloading a PDF or CSV report.

  • Transaction codes can now successfully be excluded from search results of reports and transactions history views.
MISCELLANEOUS
  • A number of bug fixes, security updates, and minor enhancements were made to improve the overall user experience.
CBB Treasury App
Treasury Management
´╗┐Mobile App
Now Available

On our Treasury Management mobile app you can:
  • View and graph account balances and histories
  • Approve transfers, wires, ACH payments, and users
  • Review Positive Pay and ACH exceptions
  • View notifications and cutoff times
  • Change passwords
  • Use Touch or Face ID for Apple / fingerprint for Android

DOWNLOAD
Questions? Email treasury@chainbridgebank.com or call 703-748-3455.
NMLS #: 405543