Online Account Opening and Onboarding
Streamline your digital account opening and onboarding experience and accelerate your digital transformation.
For First Command Bank, providing the tools to streamline its financial services for military families is of utmost importance.
More than 400 First Command Financial Advisors service clients nationwide from local offices. The bank needed to find a solution that would:
Eliminate cumbersome paper forms
Integrate with a variety of CRM platforms and
Ensure the protection of sensitive financial data
Find out how adopting Bottomline Technologies' online account opening solution helped First Command realize a 35% growth in new accounts opened.
"We are very happy with Bottomline's solution. It provides a streamlined account opening approach for our customers. And because it happens in real-time, they no longer have to deal with the uncertainty of the paperwork black hole. Online Account Opening for Consumers is a great step in providing an 'omni-channel' approach for our customers," said Sitton.
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.
While bank branches and in-person experiences still play a valuable role in many banking relationships, today’s banking institutions need to be able to offer customers a fully digital experience that begins with account opening.
Our payment experts are here to help.+1 (800) 472 1321
Chat with one of our payment experts. We'll recommend the right solution for you.
Tell us a bit about you and your business and we’ll get back to you with all the information you need.