gb United Kingdom
gb United Kingdom
+ More


+ More

Customer Acquisition and Growth

At home or on-the-go, Bottomline Customer Acquisition and Growth Solutions enable consumer or business applicants to open accounts in just minutes, making digital account origination, onboarding and cross-sell simpler, smarter and more secure than ever before.


Anchor: Overview

The Challenge

More than 7 in 10 North American consumers regard e-commerce as significantly more convenient than brick-and-mortar locations, evidence of the strategic importance of digital channels. Yet most financial institutions are coming up short. According to a recent study by Javelin Research, only 8% of successful account applications were completed start to finish on a mobile device. Today’s tech-savvy shoppers will gravitate to those who make digital engagement easy – and many institutions will simply miss out on growth.

Our Solution

Bottomline’s Customer Acquisition and Growth solution delivers the convenience today’s consumers and small businesses expect. We deliver the simplest account-opening experience, the smartest design, and the most secure fraud and risk tools in the market. Whether opening new accounts or cross-selling existing services, we make the hard stuff easy – eliminating paper and tedious typing, managing risk behind the scenes, moving money and opening accounts in real-time. We also provide real-time performance insights that help you do more of what’s working, and less of what’s not.

Anchor: Resources
Anchor: Benefits


  • Accelerate growth by enabling consumers or small businesses to open accounts anytime, anywhere, using any device
  • Effectively manage fraud and compliance risk without the need for paper, branch visits, or friction in the digital process
  • Expand your geographic footprint or launch a new brand leveraging digital sales channels
  • Modernise your staff-assisted experience in the community or in the branch
  • Maximise relationships and revenue throughout the customer lifecycle with digital cross-sell and onboarding
  • Leverage unique performance insights to do more of what’s working and less of what’s not
Online Bankers
Anchor: Functionality
Mobile Responsive workflow


  • Eliminate tedious typing with mobile photo capture, data prefill, and one-click selections
  • Avoid the need for paper or branch visits with e-signatures and digital terms and conditions
  • For small businesses, easily handle multiple owners and officers and ensure applications are complete with dynamic business rules tailored to each business entity type
  • Manage risk behind the scenes with real-time identity verification techniques and fraud monitoring
  • For small businesses, verify the authenticity of the Tax ID as well as the identities of business owners and officers
  • Accelerate time to revenue with real-time funding options that include card, ACH transfer, cash or check
  • Increase efficiency with a robust administrative console and proven integration with over 20 banking systems
  • Manage branding, workflow and product and cross-sell offers through a configurable user interface
  • Optimise performance using rich, insightful data presented via a dynamic and intuitive analytics dashboard
  • Modernise in-person meetings with tablet-based applications and a unique workflow to support staff interactions
  • Deepen customer relationships throughout their lifecycle with digital cross-sell applications
Anchor: Testimonial

Customer Testimonials

"We needed to find a digital solution that, combined with targeted marketing activities, would help us continue to sell business deposits into our core commercial portfolio and drive retail deposit growth."
Tim Mann, IT Administrator, First Farmers Bank & Trust

Contact Us:

For Customer Support and Services click here.