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Financial institutions can have varying success - independent of asset size - based on the strategies they use in their account-opening process.

With deep-rooted expertise garnered from work with hundreds of financial institutions, Bottomline has developed a best practices checklist containing ten strategies that have proven most successful.

Our strategies fall into three main categories:

How to properly grow a digital sales funnel

Ways to create an amazing user experience for each potential customer

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Regional Federal Credit Union Sees Rapid Business Growth with Online Account Opening

Find out why this regional credit union partnered with Bottomline to successfully provide prospective members with the ability to apply for direct deposit accounts without having to travel long distances to a brick and mortar location.

Customer success story
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Intelligent Digital Account Opening and Onboarding Solutions that Drive Customer Growth and Engagement

To compete in an increasingly mobile world, banks must provide user-friendly digital account origination services that serve consumers and businesses through the channels they prefer. Our platform simplifies account origination for banking by allowing users to open a new account in real-time, in a single session, on any device.

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