Bankers Systems To Provide Electronic Documents To FI-solutions' Customers

New Agreement Helps Customers Complete On-Line Transactions

ST. CLOUD, Minn., July 20, 2001—Fi-solutions’ customers using the ezDepositSolutions technology will now be able to complete on-line deposit and retirement transactions using Bankers Systems’ electronic documents and disclosures.

According to an announcement made today, the agreement is part of a new partnership between Bankers Systems, the leader in compliance solutions for the financial services industry, and Fi-solutions LLC, a provider of Internet application technology to financial services firms. Under the agreement, Bankers Systems and Fi-solutions will also engage in cross-marketing and client referrals.

"It’s an ideal partnership, not just for the two companies involved, but for the customers, especially financial institutions that have advanced web sites and on-line offerings," said John Bryant, Vice President of Marketing for Bankers Systems. "Now, financial institutions can take advantage of the real-time transaction technology that Fi-solutions offers them, and they can complete their transactions with the documents they trust from Bankers Systems."

Fi-solutions’ ezDepositSolutions provides financial institutions with the ability to sell core deposit products through their own proprietary web sites on a real-time basis. As a part of this functionality, financial institutions are provided automatically completed electronic and paper-based documents that are unique to the product being purchased. Bankers Systems will focus on providing the on-line documentation using the company’s proprietary MAXML technology for all products supported by the ezDepositSolutions technology, including checking, savings, money markets, certificates, and individual retirement accounts.

"Integrating Bankers Systems’ electronic documents into our ezDepositSolutions technology will be extremely beneficial to our customers," said Guy Molde, Executive Vice President of Fi-solutions. "Forms management is a significant value component within our technology solution. Now, financial institutions have the option of tailoring their own disclosures or simply presenting standardized disclosures and account forms supported by the industry leader. Providing our clients with this level of flexibility will clearly simplify the forms management process and enhance the value of our product."

About Bankers Systems

Bankers Systems, Inc., a CCH INCORPORATED company, is a leading national provider of compliance resource solutions for financial institutions and their legal counsel. The company’s deposit, lending, and retirement plan documents, disclosures, software, training, and support services are used by more than 12,000 financial institutions, including 83 percent of banks in the U.S. In addition, over 70 leading core processors and software developers use Bankers Systems’ compliance-related documents and other components in their solutions. For more information, call 800-552-9410 or visit

About Fi-Solutions LLC

Fi-solutions LLC provides niche technology solutions enabling financial service firms to optimize their use of new distribution channels and experience significant operational cost reductions. Through its lead ezDepositSolutions program, Fi-solutions provides e-communities, such as financial portals, bank sites, credit unions, and intranets with the power to implement a real-time deposit product sales process (including shopping, selection, and transaction fulfillment) to their customers in a private-labeled format. For more information, please visit or E-mail

Bankers Systems Inc. is a registered trademark and MAXML is a trademark of Bankers Systems, Inc.

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