The Balance Optimizer is an online banking service that lets you consolidate or balance out liquidity among various accounts at Credit Suisse. Your liquidity is managed automatically based on the rules you define in online banking.
The Balance Optimizer is a type of intelligent standing order. With just a few settings you define the rules to assist you with account management.
For example, as of the effective date (such as at month-end or payday) you can have the balance consolidated in your main account via automatic transfer so that the required payments (such as payroll, loan repayments) can be made.
Issue the request directly in online banking. Your relationship manager will set it up in the next step and handle the rest for you.
The Credit Suisse Balance Optimizer lets you manage available liquidity in your company without complications or confusion.