Work more efficiently with CashPro® tools
Get the data and answers you need, now. CashPro service tools are seamlessly integrated within your CashPro experiences to ensure your workflows are uninterrupted. They help you easily perform day-to-day tasks and make more informed decisions.
"We think of innovation as solving real world problems for our clients that they are facing right now."
Innovation is at the heart of our CashPro® treasury platform and CashPro Product Executive, Abbey Novack discusses how Bank of America is utilizing innovation and AI to create better service experiences.
Get answers instantly from CashPro Chat
Built with Erica® technology, our award-winning virtual assistant, CashPro Chat can handle most of your task-related questions. It can also quickly connect you to a live service advisor for more complex requests.
Get data and answers fast
Get tips for efficiencies
Chat anywhere, anytime
Connect to a live service advisor
“What I found impressive is that we can use CashPro Chat to answer simple questions about a wire deadline or a deposit. That’s been very helpful to us.”
Discover CashPro tools
Learn how CashPro optimizes daily tasks with automated services and better data.
Streamline workflows with built-in CashPro service tools
Search
- Search across multiple accounts at once
- Locate transactions instantly
- Apply filters to narrow search results
Service Dashboard
- Track and manage tasks in real time
- Simplify treasury accounts and service
- Access digital tools and professional support
Account Verification
- Instantly generate account verification letters
- Quickly verify recipient accounts
- Available 24/7, no phone calls needed
CashPro Credit
- Quickly assess and act on timely borrowing decisions
- Reduce fraud with secure document exchange
- Initiate payment and advance transactions for loans
“CashPro Search allowed us to have a single source for all of our data in one place. I use it almost every day because it allows me to drill into data across any module and be able to get to that granular level that I need.”
CashPro Stories
All of our CashPro tools are built based on client feedback. Watch our clients talk about these tools and how CashPro makes business easier for them.
Get started with CashPro today
Learn more about CashPro or contact a Bank of America treasury officer to see how CashPro makes business easier.
