Abstract: Techniques are described that provide a centralized system to coordinate disparate teams involved in handling various tasks, including, for example, the tasks relating to settling the affairs of an estate. In one described example, such techniques provide a centralized estate resource system (ERS) to create, manage, track, and coordinate task checklists and actions for each of the teams including interactions between teams. The ERS may assign specific personnel within each team to a given estate, send notifications and warnings to appropriate team members when tasks are due or complete, and facilitate messaging between team members to communicate when information is needed or has become available. The ERS may provide updated status and information across teams without violating privacy or security regulations, as may be the case with email, text messages, or voice messages.

Abstract: Systems and methods for obtaining non-customer lead information include authenticating a user at an ATM for a transaction via biometric information, determining that the user is a non-customer of a financial institution operating the ATM, determining that the user was a customer of the financial institution prior to becoming a non-customer, presenting an offer to the non-customer on the ATM based in part on the non-customer lead information collected from an at least one previous transaction with the user, where, responsive to the determination that the user was a customer of the financial institution operating the ATM prior to becoming a non-customer, the offer further comprises a message to the user indicative of the user being a former customer, receiving a response from the non-customer relating to the offer presented, transferring the response to the financial institution computing system.

Abstract: Systems and methods for obtaining non-customer lead information include authenticating a user at an ATM for a transaction via biometric information, determining that the user is a non-customer of a financial institution operating the ATM, determining that the user was a customer of the financial institution prior to becoming a non-customer, presenting an offer to the non-customer on the ATM based in part on the non-customer lead information collected from an at least one previous transaction with the user, where, responsive to the determination that the user was a customer of the financial institution operating the ATM prior to becoming a non-customer, the offer further comprises a message to the user indicative of the user being a former customer, receiving a response from the non-customer relating to the offer presented, transferring the response to the financial institution computing system.

Abstract: Apparatus and methods relating to a counter recycling device are described. The counter recycling device may contain a receiving pocket, a counter mechanism, an escrow section, and an escrow door. The receiving pocket is configured to accept currency and is connected to the counter mechanism. The counter mechanism may be configured to count the currency inserted into the receiving pocket. The counter recycling device may also include an escrow section, which may be configured to collect and hold the currency in a secure area. Additionally, the counter recycling device may include an escrow door configured to enclose the escrow section on a face of the counter recycling device, the escrow door being transparent and allowing currency within the escrow section to be viewable when the escrow door is in a closed position.

Abstract: Apparatus and methods relating to a counter recycling device are described. The counter recycling device may contain a receiving pocket, a counter mechanism, an escrow section, and an escrow door. The receiving pocket is configured to accept currency and is connected to the counter mechanism. The counter mechanism may be configured to count the currency inserted into the receiving pocket. The counter recycling device may also include an escrow section, which may be configured to collect and hold the currency in a secure area. Additionally, the counter recycling device may include an escrow door configured to enclose the escrow section on a face of the counter recycling device, the escrow door being transparent and allowing currency within the escrow section to be viewable when the escrow door is in a closed position.

Abstract: Systems and methods for obtaining non-customer lead information include displaying an initial screen on an ATM operated by a financial institution. The method may include authenticating the user at the ATM and determining the user is a non-customer of the financial institution operating the ATM. The method further includes presenting an offer to the non-customer on the ATM and receiving a response from the non-customer relating to the lead offer presented, wherein the response contains non-customer lead information provided by the non-customer. The method may further include transferring the response containing the non-customer lead information to the financial institution computing system.

Abstract: Techniques are described that provide a centralized system to coordinate the disparate teams involved in settling or reconciling the affairs of a given estate. These techniques provide a centralized estate resource system (ERS) to create, manage, track, and coordinate task checklists and actions for each of the teams including interactions between teams. The ERS may assign specific personnel within each team to a given estate, send notifications and warnings to appropriate team members when tasks are due or complete, and facilitate messaging between team members to communicate when information is needed or has become available. The ERS may provide updated status and information across teams without violating privacy or security regulations, as may be the case with email, text messages, or voice messages. In addition, the ERS may provide a centralized repository for information, thus avoiding repeated queries for the same information and documents to the decedent's representative.

Abstract: Apparatus and methods relating to a counter recycling device are described. The counter recycling device may contain a receiving pocket, a counter mechanism, an escrow section, and an escrow door. The receiving pocket is configured to accept currency and is connected to the counter mechanism. The counter mechanism may be configured to count the currency inserted into the receiving pocket. The counter recycling device may also include an escrow section, which may be configured to collect and hold the currency in a secure area. Additionally, the counter recycling device may include an escrow door configured to enclose the escrow section on a face of the counter recycling device, the escrow door being transparent and allowing currency within the escrow section to be viewable when the escrow door is in a closed position.

Abstract: Systems and methods of conditioning received paper currency are described. The system includes a bill input configured to receive paper currency bills. The system further includes a cassette configured to store received paper currency bills. The system includes a transport mechanism coupled to the bill input and the cassette, the transport mechanism is configured to transport received paper currency bills from the bill input to the cassette. The system further includes a heating element coupled to the transport mechanism or the cassette, the heating element configured to heat the paper currency bills.