| 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. |
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| Applications undergo ID verification, credit pull, authentication and OFAC checks. Optional third party authentication processes can also be integrated into the system. |
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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. |
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| 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. |
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| 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. |
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| 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. |
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