Simplify account opening for everyone
Account opening is especially tedious for trust organizations and their clients. You both spend countless hours creating paperwork, inputting info, and searching for documents.
There’s a better way to open accounts, keep clients happy, and start generating business fast.
Automate the account opening process with one simple and efficient solution.
Grow and scale faster through quick client account opening
Reduce
operational costs
Every institution’s account opening process is different. But one thing remains the same — it’s burdensome. Ease that burden with a solution that automates account opening workflows to save you time and money.
- Automate processes to reduce labor costs.
- Configure your own workflows to align with your current procedures.
- Eliminate additional software licenses.
Generate
revenue faster
Open client accounts swiftly and generate fees sooner with automated account opening workflows configured to your organization’s needs.
Share information
with ease
Align with stakeholders such as trust review boards and committees by easily sharing applications and account information via one single source of truth.
- Create visibility for cross-functional stakeholders into the status of each application and account.
- Make life easier for your clients and your team.
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