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Two Applications one seamless solution
 
 
 
How Automation Makes it easy.
Open
Accounts
Authenticate
Funding/
Decisioning*
Switch Kit
& Docs
Upload
To Core
Cross-Selling
A simple link is placed on your web site to allow potential and current customers to open and fund new accounts online. On the back-end, data can be drawn from traditional channels (branch, call center, kiosk, indirect, etc.) to centralize new account processing.
Applications undergo ID verification, credit pull, authentication and OFAC checks. Optional third party authentication processes can also be integrated into the system.
Customers can have their funds conveniently transferred into their new account immediately via debit, credit cards or ACH.

*For in-branch channels, prospective deposit accounts are identified.
Generate pre-filled forms and signature cards. For individuals who are migrating from other institutions, our switch kit creates letters to close previous accounts or add/change direct deposit and bill pay accounts.
Search your core system for existing relationships prior to creating new customer and all-account sub-records. Also allows for automatic set-up of account services: Overdraft, ATM/Debit and new Regulation-E Opt-In preferences.
Offer deposit, loan and insurance products within one easy-to-use platform designed to handle new accounts, provide pre-approval offers and process loans. Executive reports help you maintain ongoing control of accounts/deposits in relation to lending activity.

 

 
LoansPQ™ is a web-based consumer loan management solution specifically designed for financial institutions to effectively cross-sell consumer loan products. more>>
Find out how your lending institution can easily link
XpressAccounts™ with your system.
Your Company
Your Name
Your Email
Your Phone
 
Free White Papers

Download Now

• Automating Financial Services:Is It Worth the Investment?
• Great Expectations: The Growing Demand for Online Services
   
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