Quest Trust Company Considerably Decreases A/R Processing Times with Check21.com Solutions
Quest Trust Company uses ACH Connect and Payology Check Scanning for Salesforce. As a self-directed IRA custodian, its business team requested the ability to allow its clients and third-party sponsors to pay rent, notes, and dividend payments directly on their website. In addition, with the use of Payoloby Check Scanning, its Salesforce users scan checks and remittance advice, applying items to assets, rollovers, transfers, contributions, etc. With the accounts receivable process streamlined, Quest Trust Company was able to reduce its time of allocation by up to 70%.