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| How it
works
STEP 1: Accept Applications
A simple link is placed on your website to allow applicants
to apply for membership online. On the back-end, applicant
data can be drawn from traditional channels (branch, call
center, kiosk, indirect) to centralize application processing.
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STEP 2: Authentication
Applications undergo ID verification, Credit Pull, authentication,
and OFAC Checks. Optional 3rd party authentication processes
can also be integrated into the system. |
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STEP 3: Funding/Decisioning
Applicants 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 Member Applications and Signature
Cards. For applicants 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 loan and insurance products for which the member
has been qualified. |
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