Online Account Opening

Use the power of the internet to on-board members

With the power of the web and the ever-growing mobile market, credit union online account opening is becoming the most expedient way to sign up new members.

Our online account opening solution is fully customizable and integrated, and it’s designed to incorporate your credit union brand and image. The application delivers a streamlined user experience, and its comprehensive workflow includes:

  • Eligibility validation
  • Identity verification
  • Patriot Act compliance
  • Automated account decisions
  • Creation of the new account record in the core system
  • Creation of the new share account products in the core system
  • Initial account funding from external sources through ACH, EFT and Paypal
  • Ability to save and restart an application
  • Automated notifications
  • Program enrollment into ATM card, online banking, overdraft protection, eStatements, eAlerts, eNewsletter, and more

Let’s talk. Contact us for more information.

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