ACTion Deposit Account Opening is an omni-channel solution that automates the online and branch deposit workflow for personal checking and savings accounts as well as certificates of deposit and money market accounts. It fully integrates with ACTion’s industry-leading loan origination solution to give you a powerful platform to combine both deposit and cross-sell loan processes. Customers and staff will appreciate the ease of doing business from any device, anywhere, anytime.
Offers end-to-end processing of your organization’s deposit origination workflow. Application data capture, account funding, and new account setup in the core banking system are automated. The business process can be tailored to your organization’s needs, and the flexible architecture gives you the tools to integrate to your critical third-party systems. The entire platform is responsive can be deployed via laptop, tablet, or other mobile devices.
Allows your financial institution to specify, test, execute, and maintain simple or complex business rules and rate tables that enable your financial institution to make the right decision in real time via the web, branch, or call center.
Display the information needed to see or edit at any specific step of the workflow, enabling a very powerful and granular security control of your data while also ensuring the ultimate customer experience. Using web-based technology, the screens can seamlessly integrate with your organization’s look and feel, providing the best usability on both desktops and mobile devices.
Gives any institution quick real-time access to manage rates, reporting and your digital acquisition strategy.
ACTion Deposit Account Opening is designed to provide a mobile-optimized experience from any device. From smartphones to tablets and laptops, each interface ensures ease of use from start to finish.
Customers, members, and staff will all find the ACTion Deposit Account Opening user interface easy to navigate. The role-based design displays only the information necessary to be seen or edited at any specific step of the workflow, enabling a very powerful and granular security control of your data while ensuring the ultimate customer/member experience.
Business processes can be tailored to fit your organization’s needs. The advanced business rules engine allows your financial institution to specify, test, execute, and maintain simple or complex rules. It also provides the ability to use rate tables that will enable your financial institution to make the best decision in real time on the web, branch or call center.
ACTion Deposit Account Opening supports real time core banking system connectors for verifying existing customers/members, prefilling application data with existing information, and boarding new deposit accounts. Integration with the ACTion Consumer Loan Origination System is seamless as a result of single sign-on and shared user administration. Application data sharing enables a robust cross-sell strategy and shared use of credit bureau reports.