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Webinar and audio training programs offer an economical way to deliver continuing education to a large number of your staff. These programs consist of 100 minutes of instruction and 20 minutes of questions and answers for an unlimited number of employees at each registered location. No special hardware is required other than a telephone and a computer. To connect to the presentation all you need is a PIN, written instructions and handout materials that are provided prior to the program. Visit our “Seminar” link for descriptions of our most popular safe deposit programs.

Audio “only” seminars are provided at reduced rates and quantity discounts are available for four or more registered locations.

David McGuinn, President of Safe Deposit Specialists, has performed numerous internal safe deposit audits nationwide. This comprehensive audit will identify potential legal exposure, review all internal procedures, determine if your institution is in compliance with all safe deposit state laws, review rental agreement and forms, analyze box rental rates and profitability, review marketing information and many other audit functions. All audits and contract reviews are preformed by David McGuinn.

Safe deposit box keys are often found after a family member dies or becomes incompetent. Because there is nothing printed on the key to identify the financial institution, it is very difficult to locate these boxes. Over the past twenty years Safe Deposit Specialists has assisted numerous individuals and attorneys looking for lost safe deposit boxes. If you are having difficulty locating a deceased or lost family member’s box, Safe Deposit Specialists can assist you with your research and box search efforts by clicking the link below.

      Double Your Safe Deposit Income

Historically, the safe deposit area has been considered a loss leader in the financial industry. A financial institution’s safe deposit area can quickly become profitable by following a few simple income generating, cost reducing and successfully tested marketing concepts. Safe Deposit Specialists has assisted many institutions nationwide to increase their bottom-line profitability and to attract many new safe deposit box renters. To find out more about the 40 most effective ways to rent more boxes and to increase your safe deposit rental income click on the link below

Many consumers and exiting box renters have specific questions regarding security, insurance, deceased renters, living trusts, payable-on-death accounts, box rent tax deductions and numerous other legal topics. Safe Deposit Specialists has a consumer presentation titled “Your Safe Deposit Box - A Wise Investment” that addresses all of these safe deposit questions and concerns. All existing or future box renters will benefit from this informative presentation.

Forms, Equipment, Supplies & Vault Services

Having up-to-date contracts, forms, supplies and a dependable vault service provider is critical to operating a safe deposit area properly. There are numerous companies providing these safe deposit services nationwide. Safe Deposit Specialists has reviewed and researched many of these vendors and is very familiar with their products and service capabilities. Assistance is available to help you find a qualified vendor.

Safe Deposit Software and Consultation

Automating the safe deposit department will increase the efficiency of the billing and accounting function, reduce lost box rental income, improve management controls and provide automated management reports. Safe Deposit Specialists has reviewed many safe deposit software packages and vendors. We can assist in finding a qualified vendor for your safe deposit software needs.