CIM GOLD User Guide

Welcome to the CIM GOLD® User's Guide. This documentation provides a brief overview of the Customer Information Management (CIM) program and explains basic ideas and features.

CIM GOLD organizes all of your institution's customer account information into a complete, easy-to-access module. Options, information, and features are available for your customers' deposit and loan accounts, ATM and debit cards, tax filings, and more. CIM GOLD is customizable, allowing your institution to work with GOLDPoint Systems to determine which screens and functions are available to your employees.

This help manual mainly addresses general CIM GOLD information and menu options. To learn more about the functions of specific CIM GOLD screens and fields, see help for the main CIM GOLD screen systems linked below:

Cards

Customer Relationship Management

Dealer Setup

Deposits

GOLD Services

Internet & Phone Systems

Manual Outline

The topics covered in this manual are linked below.