CollectEarly™ Represents a 10X Improvement over Anything on the Market

WaFd Bank has a first-to-market advantage over other financial institutions and the team competition is extended, a great way to earn an extra $1,000+ between now and year end!

  • Contact your division manager any questions regarding the team competition
  • Be sure your teammates see this newsletter

CollectEarly™ FAQ

Who is CollectEarly™ Right For?

Any business who has or will soon have a customer to invoice. Bonus:

  • Business also has a need to pay vendor or an employee through payroll
  • Would like to automate accounting
  • Save time with an all-in-one platform for better cash flow management

How Do I Approach the Opportunity with Current WaFd Bank Customers?

Does your business invoice (now or plans to)? If Yes,

  • Sync your WaFd Bank accounts to FINSYNC and as soon as your customer accepts the invoice, you can click to CollectEarly™

Go from 4 weeks to 4 hours with 1 click!

How Do I Approach the Opportunity with Non WaFd Bank Customers?

Does your business invoice (now or plans to)? If Yes,

  • Sync your bank accounts to FINSYNC, through the WaFd Bank enrollment form, and as soon as your customer accepts the invoice, you can click to CollectEarly™
  • Go from 4 weeks to 4 hours with 1 click!*
  • *With the condition the funds from CollectEarly™ are deposited into your new WaFd Bank business account

What if My Customer Doesn’t Qualify for CollectEarly™ ?

We don’t turn businesses down for CollectEarly™, rather tell them what they need to do to qualify and give them the tools and built-in coaching to get there. It’s all automated!

How Do I Get Started Today?

  • Exciting news is worth sharing. Talk about this with your teams. Share ideas on how to make the most of this advantage.
  • With a first-to-market advantage, when everyone at WaFd Bank gets behind this rollout, word of mouth will be the wave that brings new businesses in the bank with a lot less effort. Business don’t want to wait 4 weeks when they can have funds to grow their business in 4 hours! But, we have to get the word out!
  • Engage with businesses that invoice customers using the PDF summary below both in person and email
  • Post the provided social graphic to social media and work with your teammates to spread the good news

CollectEarly™ Marketing Materials

Here is a one-pager that describes CollectEarly™ and how small businesses can take advatage of this incredible service and a social graphic that you can post to your social media channels.

Download, print, and email to your customers.

Services FinSync Quickbooks Bill.com Gusto Expensify TSheets Harvest
Payments
Bill Pay
Invoicing
Accounting
Payroll
Expense Reimbursement
Time Clock
Time Sheets
Projects
Cash Flow Management