Online Account Applications

Omnichannel collaboration facilitates an end-to-end fulfillment process for self-service and banker-led account and loan origination. The system includes common features along with channel-specific functionality for workflow and exception handling. Staff have a 360-degree view of all customer activity, insight, and data across channels.

Omnichannel delivery equips customers to start, stop, and resume their activities smoothly between digital and staff channels. It provides full visibility across channels for both the customer and the institution. By implementing an integrated staff and digital account opening solution, your institution can ensure a ‘know-me’ experience regardless of the touchpoint or channel.

It’s estimated that at least 70 percent of purchases, including applications for new accounts, are left in the cart. Studies show that if the applicant is retargeted within 30 minutes, 30 percent can be guided to completion. The key is to detect the abandoned process, time the best response, and provide a clear call to action to help them finish the process.

Transition the customer to account usage, strengthen the relationship, and improve retention with timely and relevant engagement. Account opening places the customer into an onboarding plan based on their profiles and account types.

How can you delight customers and meet their expectations from anywhere at any time with a frictionless fulfillment experience? What does it take to rapidly retarget applications abandoned in digital channels? Take a few minutes to learn how you can increase deposit and loan revenue through your customers’ channels of choice.