About C-Vest Group

Enhanced Banking

Enhanced Integrated Banking: Retain your existing financial institution, while enjoying integration features that your financial institution can’t provide. The simple enrollment no-cost checking account offers cash back on all account receivable (AR), accounts payable (AP), transactions, and monthly balances. Multiple institutions compete for your business, providing instant approvals for loans, investments and other services. Customize your banking experience with unlimited virtual and physical debit/credit cards, each with unique parameters. Save up to 4% at Restaurants, 4% at hotels, 1% on fuel, $200/year transportation credit, $200/year cell phone statement Credit, plus more.

Integrated Banking: The Future of Business Banking

  • What is Integrated Banking?
    • More than just a digital banking system
    • Advanced, integrated solution adapting to business needs
    • Comprehensive range of services with exceptional rates and rewards
    • 24/7 access and tailored solutions

Key Benefits

  • Bank Smarter, Grow Faster
    • Integration with multiple institutions
    • Unified services: banking, payment processing, invoicing, funding
    • FDIC-insured security
    • Support for multiple currencies and languages
    • Cash back rewards and customizable debit cards

Exceptional Convenience

  • Zero Hidden Fees
  • Instant Fund Transfers
  • Cash Back Rewards on Every Transaction
  • Flexible Financing Options
  • Comprehensive Suite of Integrated Services

Real-Time Insights and Automation

  • Informed Decision Making
  • Staying Ahead in a Competitive Market

Account Types

  • Accounts, Business, Individual, Joint
    • Features: cards, money movement, cash advances, ATMs
    • Uses: checking, savings, tax

Account Features

  • Unlimited Accounts
    • Unique account numbers
    • Separate management
  • Flexible Interest
    • Different interest rates for different customers
    • Higher interest for VIP customers
  • Tax Advantaged Spending
    • Tax-free spending on certain items
    • HSA, FSA, HRA debit cards
  • Tax Management
    • Dedicated accounts for tax automation

Card Options

  • Charge Cards
    • Credit limit, repaid in full monthly
    • Issued by Visa, worldwide acceptance
  • Debit Cards
    • Issued by Visa, worldwide acceptance
  • Physical Cards
    • On-demand or custom designs
    • Shipped directly to customers
  • Virtual Cards
    • Unique cards available immediately

Payment Solutions

  • ACH Payments
    • Fund transfers between accounts and external bank accounts
  • Direct Deposit
    • Automatic paycheck deposits
  • ATM Deposit

Comprehensive, adaptable, and secure

  • Designed to grow with your business

Streamline financial management and enhance customer experience

Contact C-Vest Group

How Can We Help?

We look forward to getting to know you and your business.

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