The IBS CD Manager

Launched in summer 2006, CD Manager, a comprehensive CD management tool developed by IBS, allows the associates at each Legacy Banks branch to showcase  a customer's CD portfolio in a single glance.  Please note, the account and customer information contained herein are sample data and do not reflect real people or accounts.

The initial customer search screen which can be searched by name or taxpayer id#.

Shows all matching records to our sample search, allowing the selection of the appropriate customer.

Display of current CD accounts for selected customer.

 Click "Add scenario" and select from a list of accounts to demonstrate changes to portfolio.

The scenario has been added to the list, labeled "PROPOSED".