Smart Intake Forms
Customizable intake forms with embedded business logic
Task and Approval Management
Product & service-specific workflow
Collaboration and management tracking for improved onboarding efficiency
Automated generation of appropriate disclosure agreements and eSignatures
Commercial onboarding features and functionality for efficiency, quicker time to revenue and expanded cross selling:
- Smart Setup Forms configured for your products & services
- Embedded business logic & business process automation
- Workflow to support New, Change/Maintenance, and Service Cancellation processes
- Support for Task Rework, On Hold, Implementation Cancellation, Reinstatement of Cancellations, and Rushes
- Alerts and notifications via dashboards or email
- Dynamic workflow scheduling options
- Document generation based on smart setup form data and content
- Customizable analytics to help monitor and improve onboarding team efficiency plus dashboard transparency into the onboarding process
Treasury Management Onboarding Automation for Financial Institutions
Onboarding is one of the first intelligent engagement opportunities that treasury management customers may have with you. As a critical component of the customer experience, it sets the tone of the relationship and requires automation and efficiency.
Explore the Digital Banking IQ platform
From actionable insights to faster onboarding, the Digital Banking IQ platform is the leading intelligent engagement solution for banking and payments.
2020 Market Outlook Report: The State of Online Account Opening and Onboarding
The road to digital maturity remains long for many banks and credit unions. This report is intended to be a reflection on the current state of digital account opening and onboarding, as well as a look at where it is headed in the next few years.
Tough Questions to Ask Your Technology Partners on Your Way to Digital Transformation
In a time when new technology and new competition means heightened customer expectations for your digital channel, simply having a digital account opening and onboarding solution isn't enough to satisfy consumer demands of the smooth Amazon-type experience that we all know and love.
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