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Dedicated Operating Account is the

Key to Scale and Security

AgilLink enables firms to scale their managed bill payment service by deeply integrating treasury management capabilities of City National Bank with our industry specific multi-entity general ledger accounting system.

The Benefits of This Approach

Predictable Cash Flow

Standardized Operations

Fraud Protections

Cost Effective


Protecting Your Clients


Using a dedicated City National Bank account, firms can provide additional protections for their clients while realizing the benefits of straight through processing for cash management and bill payment services. 

Incoming Protections
  • ACH Debit Positive Pay
  • Automated Bank Reconciliation
  • Credit Card Reconciliation
Outgoing Protections
  • Hard Approval Workflow
  • Automated Positive Pay for Checks
  • Electronic Stop Payments
  • Two-Factor Wire Approval
  • Audit Trail

Go Beyond Banking Services

Whether you're running a boutique business management firm or a large multi-family office, a dedicated team of treasury specialists is ready to help you manage cash resources and optimize working capital. 


Ready to see AgilLink in Action?

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Deposit products and services are offered by City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada.

Non-Deposit Investment Products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value