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© 2017 Regions Bank.
10 WAYS TO SIMPLIFY YOUR LIFEUSING BANKING TECHNOLOGY
© 2017 Regions Bank.3
REGIONS FINANCIAL FUNDAMENTALSThis information is general in nature and is not intended to be legal, tax, or
financial advice. Although Regions believes this information to be accurate, it
cannot ensure that it will remain up to date. Statements or opinions of
individuals referenced herein are their own—not Regions'. Consult an appropriate
professional concerning your specific situation and irs.gov for current tax rules.
All trademarks mentioned are the property of their respective owners, and all
rights are reserved.
Your mobile phone carrier’s data or messaging fees may apply when you use your
mobile phone to use or otherwise access a service or product described in this
presentation.
© 2017 Regions Bank.
10 WAYS TO SIMPLIFY YOUR LIFE USING BANKING TECHNOLOGY
[Add your name and title here]
30 Minutes
4 © 2017 Regions Bank.
© 2017 Regions Bank.
How can using banking technology help me simplify my life?
By adding convenience and saving time over traditional banking
By simplifying money management
By knowing what’s happening with my account
By making saving easier
AGENDAToday we will focus on these big questions . . .
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This information is general in nature and is not intended to be legal, tax, or financial advice. Although Regions believes this information to be accurate, it cannot ensure that it will remain up to date. Statements or opinions of individuals referenced herein are their own—not Regions'. Consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.
All trademarks mentioned are the property of their respective owners, and all rights are reserved.
Your mobile phone carrier’s data or messaging fees may apply when you use your mobile phone to use or otherwise access a service or product described in this presentation.
© 2017 Regions Bank.6
Knowledge is
power
Convenience is the name of the game
Organization is keyto money management
6 © 2017 Regions Bank.
© 2017 Regions Bank.7
Bank Without Visiting A Branch
© 2017 Regions Bank.9
Use Direct Deposit
© 2017 Regions Bank.
© 2017 Regions Bank.10
Use Bill Pay Options
© 2017 Regions Bank.
simplifyusing ATMs
11 © 2017 Regions Bank.
You can also use any other personal card issued by Regions that can access your Regions checking or savings account. Check cashing service may not be available for some checks. Maximum amount that you may receive for a check cashed at a DepositSmart ATM is determined by various factors, including any cash limits imposed by the ATM or your card, and the amount and types of monies in the ATM at the time of transaction.
© 2017 Regions Bank.12
Set up alertsDeposit checksFind ATMs or bank branches
Use Your Mobile Device!Your mobile phone carrier’s data or messaging fees may apply.
© 2017 Regions Bank.
TRANSFER AND SEND MONEY
13 © 2017 Regions Bank.
08/24/2017
© 2017 Regions Bank.14
Set up alertsDeposit checksFind ATMs or bank branches
Deposit checks right from your smart phoneYour mobile phone carrier’s data or messaging fees may apply.
© 2017 Regions Bank.
USE YOUR PHONE TO PAY
15 © 2017 Regions Bank.
Only compatible with select cards, carriers and Samsung devices; see the Samsung Pay Support page on samsungpay.com for compatibility information. Samsung, Samsung Pay, Galaxy S (and other device names) and Samsung Knox are trademarks or registered trademarks of Samsung Electronics Co., Ltd.
Apple, the Apple logo, Apple Pay, iPhone and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries.
Offer not available for business credit card products. Your carrier’s messaging and data rates may apply. Android Pay is a trademark of Google, Inc.
© 2017 Regions Bank.16
Manage Your Money
© 2017 Regions Bank.1717
Create a budgetSet up savings and pay off goalsUse online calculators
Manage Your Finances Online
© 2017 Regions Bank.
© 2017 Regions Bank.
May 2017 Budget
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CREATE A BUDGET
© 2017 Regions Bank.
protectyourself from
overdrafts
21 © 2017 Regions Bank.
© 2017 Regions Bank.22
Easily Monitor Your Accounts
© 2017 Regions Bank.23
CHEC
K YO
UR
BALA
NCE
S
© 2017 Regions Bank.
© 2017 Regions Bank.
Opt for eStatements
No need to wait for the U.S. Mail.
Receive an e-mail reminder when your statements are ready for viewing.
Because you bypass the home mailbox, you prevent possible mail theft, a common starting point for ID theft.
Choose to print statements or download them to your personal computer.
Reduce clutter.
View past statements.
24 © 2017 Regions Bank.
© 2017 Regions Bank.2525
Check Credit Reports and Score
Request a FREE credit report at least once per year:
Submit a request online at annualcreditreport.com
© 2017 Regions Bank.
© 2017 Regions Bank.26
Make Saving Easier
© 2017 Regions Bank.
AUTOMATE SAVINGS
27
August 2017 Net Worth
© 2017 Regions Bank.
© 2017 Regions Bank.
SET UP SAVINGS GOALS
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© 2017 Regions Bank.
MAKING BANKING EASIER
29 © 2017 Regions Bank.
© 2017 Regions Bank.
CONGRATULATIONSToday, you will leave with:
Tips and tools for using banking technology to simplify your life
A checklist of action items for you follow up on
Banking tips to simplify your life
Thank you.
30
© 2017 Regions Bank.
Learn More About Meeting Your Financial Goals
Make an appointment with a Regions banker:Call the Regions Green Line at 1-800-REGIONSGo to regions.com and click “Make an Appointment”Visit any Regions branch
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Visit the Regions Financial Learning Center for free, online interactive videos: Regions.com/learn
Use our online resources including articles, videos, and calculators:Regions.com/insights
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