Online Account Opening for Consumers Overview

Customer Success Story

After experiencing an increase in new clients, First Command Bank needed to find a way to make the process of opening accounts easier for financial advisors, since they often assist clients in setting up deposit accounts. Their current process was manual and involved customers filling out forms and then advisors faxing or emailing the completed forms to the bank. While this worked, it was a cumbersome, lengthy process and the redundancies sometimes resulted in errors.

White Paper

Give Consumers What They Want: Easy Online Account Opening. Consumers who can buy anything with one swipe of their finger are demanding more responsive digital experiences from their financial institutions, including easy-to-use online account opening. Yet creating and leveraging effective online account opening functionality – a potentially powerful sales and marketing tool – remains elusive for many banks.