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Product Overview

Today, digital account opening is often the first meaningful interaction a prospective customer has with a financial institution. That moment can shape perceptions, influence decisions, and determine whether a prospect becomes a long-term customer. A fast, intuitive experience helps reduce abandonment, build trust early, and turn initial interest into lasting account relationships.

Engage helps financial institutions attract and grow deposit relationships through a flexible digital account opening platform. Customers can open accounts anytime, anywhere, from virtually any device. Financial institutions benefit from configurable workflows, greater operational efficiency, and a modern customer experience that supports sustainable growth.

Features

Built for Your Needs

When digital growth is a priority:

Give customers a fast, intuitive path to open accounts online and turn digital demand into new deposit and relationship growth.

When applicants abandon long or clunky workflows:

Reduce friction with streamlined, mobile-friendly experiences that let customers apply wherever and however they choose.

When legacy systems create operational bottlenecks:

Automate and simplify account-opening workflows to reduce manual effort and improve efficiencies across teams.

When product, rate, or disclosure changes move fast:

Quickly update disclosures, products, agreements and workflows without creating unnecessary operational burden.

When leaders need visibility into performance:

Gain actionable insights into application activity, conversion trends, and workflow performance to continually optimize the customer journey.

Key Capabilities

Mobile-first application experience

Configurable workflow management

Integrated identity verification, authentication, and funding risk controls

Decisioning, analytics, and application performance insights

Cross-sell opportunities and post-application engagement

Omni-channel account opening across desktop, mobile and tablet devices

Need Assistance with Engage?

Visit the Bottomline Customer Care Portal for product questions, configuration requests, troubleshooting, and service inquiries.

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