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Accutech Systems

Accutech has the easiest to use & most intelligent wealth management software on the planet.

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Automated digital account opening at scale

Opendigital

Streamline and automate client onboarding by introducing digital account opening to your existing digital platform so you can win more customers and gain back productivity.

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Intuitive, User-friendly Design

Delight your customers with responsive, mobile-friendly digital account opening services, customized with your institution’s brand.

Powerful, Automated Workflows

From customer application to the Trust Review Board, the account opening workflow can be customized with simple questions and controls to give your Trust department back time and productivity.

Opendigital is a powerful customer experience tool

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Branded experience for your customers

Applications and account status notifications

Automated workflows and approval controls

Powerful 3rd-party integrations

Track and streamline applicant progress

Take the guesswork out of the application process, allowing applicants to quickly apply for desired accounts without confusing options. Your staff can quickly review an account status, next steps, and take action on new accounts.

Scale onboarding security and compliance

Going digital means more security and scalable compliance. Allow applicants to conveniently e-sign documents and upload files from any device. Automate and scale Know Your Customer (KYC) services to save time.

Grow Your Business

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Accutech Systems

115 S. Walnut St.
Muncie, IN 47305

(765) 722-3000

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Upcoming Events

Nov

14 - 17

Hyatt Regency Greenville

The Hunt, ’23 Client Conference

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