Automated digital account opening at scale
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.
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.
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.