Let’s face it: Opening accounts can be tedious. Employees spend a lot of time entering data and running back and forth between printers, scanners, and applicants. Not anymore. With oFlows and a tablet, employees can spend less time on administrative work and more time building relationships.
The best time to cross sell is at the start of a relationship. But knowing which products to offer can be tricky and, when branch applicants get declined, it creates a bad experience. oFlows qualifies applicants up front so representatives know exactly which products to suggest. It’s not quite a crystal ball, but it’s close.
How much time do employees waste printing, faxing, and chasing documents? With oFlows, capturing a document is as easy as taking a picture – no scanners or copiers required. The best part is, documents will be instantly available in your back office so you can spend less time chasing paper, and more time on what matters.
Selling on campus, at employers, and out in the community is a great way to grow your footprint. Problem is, it can be hard to connect with applicants when paper applications, clipboards, and scanners bog you down. A tablet and oFlows are all you need to open accounts and automate the loan application process. So, hit the road and leave the baggage behind.
We’ve processed millions of applications for hundreds of customers. Over the years, we’ve gotten pretty good at estimating the online application volume that an institution can drive. Curious to see what a bank and credit union in your asset range typically generates? Download our report and find out.