Related Information

New Account Enrollment

Automate, accelerate, and optimize the process of opening new accounts—from initial customer interaction to fulfillment.

New Account Enrollment solutions enable your financial institution to automate, accelerate, and optimize the process of opening new accounts, from initial customer interaction to fulfillment. We offer New Account Enrollment solutions that enable you to reduce paper, automate and streamline your process, eliminate re-keying and error correction, and much more. The solution includes a capture-to-archive management system integrated with Business Process Management (BPM) to help reduce costs, shorten cycle times, increase operational efficiencies, and improve competitiveness.

Business Advantages

• Enhanced risk management — Lower costs, decrease risk of non-compliance, and reduce cycle time for opening accounts.
  
  
• Reduced time-to-value — Bring new customers on board faster, improving customer service and providing new cross-sell/up-sell opportunities.
  
  
• Business process improvement — Reduce/eliminate re-keying of same customer information and improve personalization by pre-populating information through integration with CRM and other systems.
  
  
• Quality control — Reduce incomplete and inaccurate new account information.