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| How it
works
STEP 1: Open Accounts
A simple link is placed on your website to allow consumers to open new accounts online.
On the back-end, data can be drawn from all traditional channels (branch, call center,
kiosk, indirect) to centralize processing.
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STEP 2: Authentication
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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STEP 3: Funding/Decisioning
Consumers 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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STEP 4: Switch Kit and Docs
Generate pre-filled application forms and signature cards. For consumers 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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STEP 5: Cross-Selling
Offer deposit, loan and insurance products within one easy-to-use platform designed to
handle new accounts, provide preapproved offers and process loans. Executive reports
help you maintain ongoing control of accounts/deposits in relation to lending activity. |
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