Overdraft Program Analysis Request

Free Overdraft Program Analysis

Boost fee income and account holder satisfaction, without increasing service charge fees.

Complete the form below and let us help you get started on the path to improving fee income and providing a socially responsible program for your account holders. Our analysis is completely FREE and if you decide to move ahead with our comprehensive overdraft consulting program, our fees are contingency-based meaning you won’t pay for software, program management or compliance support – it’s all included. Get started today and see how easy it can be to reach your goals.

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    Contact Information

    FINANCIAL INSTITUTION INFORMATION

    YEAR-TO-DATE PROGRAM DATA

    OVERDRAFT PROGRAM INFORMATION

    Did you use a vendor to implement your overdraft program?

    If yes, please provide the vendor name and start/end dates:

    Does your current program allow account holders to go into negative balance up to their overdraft limit on electronic transactions (ATM/POS)?
    How did you hear about JMFA? (check all that apply)

    CONFIDENTIALITY AGREEMENT

    We agree that we will not use or disclose any data as a result of this analysis or consulting assignment that is not published call report information, without written consent. We understand that we may use the raw data in our private database as long as there is no reference to the financial institution or its holding company.