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Treasury Management Conversion Resources


Your conversion to Valley Bank Insight Treasury platform is scheduled for Monday, July 22, 2024.

Please use this Conversion Resource Center for transition support and to make the most of your Treasury Management services.


Important Information

  • Notice of Change: Click here for a copy of the Notice of Change mailed to current customers.
  • Login Credentials: Your login credentials have been provided in a mailing.
  • App: Download the new app by searching for Insight Treasury in your device's app store.
  • Security: Always practice good security. Never share your username or password with anyone. We will provide you with updated credentials, but we’ll never call or email asking you to provide them to us.
  • Post-Conversion Training: We are partnering with Superior Treasury Solutions to deliver one-on-one post-conversion training. Watch your email box for an invitation to schedule this training session. Please call or email us if you don’t receive this email.

Resource Guides

Insight Treasury User Guide

QuickBooks Online Conversion Instructions

QuickBooks Desktop Conversion Instructions