Account Opening

Consumer Deposits
Consumer Deposits

Fast & secure deposit account opening

Allow consumers to apply for multiple deposit products—checking, savings, retirement, health savings and more—in minutes.

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A simplified onboarding experience

Provide a user-friendly experience with state-of-the-art features that make opening a new account effortless.

01

Easy funding

Give consumers the option to open accounts across channels and quickly initiate funding through external accounts with popular providers, including Plaid, Apple Pay and Google Pay, in minutes.

02

Advanced & simplified workflow

Easily capture beneficiary, trust, business and estate information through an intuitive workflow, and offer prefilled details to expedite the onboarding process.

03

Simple direct deposit switch

Allow applicants to seamlessly switch the accounts they receive direct deposits into with our Direct Deposit Switch feature, integrated into the account opening process.

04

Customizable cross-sell options

Cross-sell other products directly within the application to deepen and expand relationships with account holders.

05

Intelligent product bundling

Let applicants save valuable time by opening several account types, including checking, money market and savings, all through one application.

06

Efficient CD laddering

Offer consumers the option to seamlessly open complex accounts like multiple, laddered CDs with step-by-step, precise instructions.

Interested in learning more?

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Or give us a call at 1-800-850-5809.
We can help you take the guesswork and complexity out of finding the right solutions.
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