Exchange
A platform for the future
Exchange provides our clients with a better and more user-friendly experience. With one simple login, clients can access Payments and Reporting, Bill Pay, ACH Positive Pay and Trade Advance, all in one place.* Clients are also able to customize their dashboard to fit their specific needs and so much more.
Customer Benefits
Streamlined login experience
- Users will be able to access their BOK Financial commercial products and services with just one set of login credentials.
- Being the first to migrate to Exchange has resulted in enhanced Treasury management functionality.
Customizable dashboard
- Ability to add or remove dashboard widgets, customizing it to fit the users’ needs.
- Top five most visited features based on user activity.
- Accounts and balances.
- Payments address book.
- Positive pay exceptions / decisions by account.
- Items requiring attention such as payments needing approval.
- Ability to submit a transfer.
- Ability to submit a single or range stop payment.
Enhanced library for better organization
- Online statements.
- Alerts.
- Items requiring the users’ attention.
- Items requiring approval.
- Important information from Bank of Texas.
- Ability to add new users or manage existing users.
User-friendly mobile application with better accessibility
- Accounts and balances.
- Items requiring attention such as payments needing approval.
- Ability to submit a transfer.
- Ability to submit a single or range stop payment.
- Positive pay exceptions and decisions by account.
- Search and find branch and ATM locations.
- Alerts.
- Mobile deposit.
Welcome to Exchange
Our new commercial banking platform makes it easy to manage all your accounts from a single dashboard and allows you to customize the dashboard to your unique needs.
* Additional functionality will follow.