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Products: XpressAccounts

Overview

Given the growing demand of today's financial marketplace, financial institutions need end-to-end web-based account opening and funding transaction technology that delivers speed and convenience.

XpressAccounts is the end-to-end web-based account opening and funding transaction service that consumers love and financial industry leaders trust.

Empower your customers and members to apply for new accounts 24-7 from any web-ready device, and receive their decision within minutes. On the back end, to increase your productivity, XpressAccounts safely consolidates information from all channels (branch, call center, indirect, kiosk, and the web) and merges it with third-party verifications to establish trustworthy new accounts. Combine XpressAccounts with LoansPQ to create one easy-to-use system so that you can maintain ongoing control of the origination platform.

Benefits

Provide Convenience

Your customers and members can easily apply for new accounts from any web-enabled device, including mobile, and receive immediate decisions.

Instill Confidence

Accurate verification protocol and rigorous back-end security measures result in quality new accounts and limits the potential for fraud.

Reduce Costs

Reduce new customer and member acquisition costs by increasing the speed, accuracy and efficiency of creating accounts.

Increase Revenue

Instant cross-selling features provides your account managers with quality information to service your customers and members by offering a wider range of products.

Features

End-to-End Account Creation

XpressAccounts makes opening accounts easy by creating a complete picture of every new account holder and facilitating an easy switch.

Channel Consolidation

Reduce communications runaround by instantly consolidating new account information from all channels, including branch, call center, indirect, kiosk and online.

Personalized Cross-Selling

To increase customer satisfaction, use XpressAccounts deposit and loan cross-selling that is tailored specifically for your customers and members.

Configurable

Configure your decisioning criteria, workflow engines and scoring rules to ensure that all new accountholders are a good fit for your financial institution.

Seamless Integration

XpressAccounts features a streamlined one-step export to popular core systems, reducing keystrokes and other time-consuming errors.

Responsive Support

Our client-focused support staff responds quickly and attentively throughout setup, launch and ongoing usage. We understand needs to anticipate challenges.

Schedule a Consultation

Whether you're in the preliminary stages of research or looking for detailed answers that may require a demo, our team is always available to discuss your options and how we can help.