Online Account Opening and Onboarding

Online account opening

Self-service functionality that empowers administrators to configure product offerings, disclosures and workflow

Omni-product customer journey, supporting a multitude of banking offers, including deposit and lending products

Mobile-first design, optimizing digital sales and
conversion rates

Innovative workflows allowing bank customers to start, continue and finish applications in any channel in minutes

A personalized banking experience for small business customers including comprehensive digital disclosure and multi-signer support

Retail and Commercial Customer Onboarding

Funding risk management solutions allowing customers and members to quickly and securely fund their newly opened accounts

Digitally sign agreements and disclosures

Seamlessly integrate into your core and online
banking platforms

Commercial onboarding automation for financial institutions

Banking relationship management

• Increase user adoption by delivering a relationship management solution built purpose-built for banking
• Identify hidden relationships and proactive insights by unifying your data in a single customer view
• Boost the performance of your relationship managers by streamlining lead, referral and service case management
• Create and orchestrate personalized campaigns and onboarding sequences to ensure a superior, omnichannel customer experience. 

Identity verification

Complete identity data, including government and credit bureau data, email history, geo location, device identity, social media and more

Built in machine learning, applied intelligence and dynamic rule setting

Anomaly detection with real-time monitoring and pattern recognition across hundreds of financial institutions

Multi-layered solution integrating a variety of best-in-class third party authentication providers