ProcessMaker for Banking

Next Generation
Banking Solutions ProcessMaker’s Next Generation Business and Consumer Account Opening Solutions delivers an end-to-end digital account opening experience. The omnichannel, unified approach allows you to meet your customers where they are – Customers can open an account online as a digital self-service process or they can come in-branch with a banker.

Account Opening Solutions

Deliver excellence for your customers by making it easy to open a deposit account

Consumer Account Opening

Fast. Frictionless.

Meet the high consumer expectations with a frictionless account opening. Consumers can open an account in a few minutes.

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Business Account Opening

Seamless. Secure

Businesses can be complex, but the account opening does not have to be. Streamline the complex business banking customer’s account opening.

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Seamless (and completely digital) onboarding experience for our customers.

Seamless (and completely digital) onboarding experience for our customers.

Partnering with ProcessMaker has allowed us to create a seamless (and completely digital) onboarding experience for our customers. We have been able to eliminate gaps between previously siloed departments, drastically reducing the time taken to meet customer demands.
Karly Tomlin Vice President
User Experience Coordinator
Mainstreet Bank
Consumer Account Opening

Consumer Account Opening

Fast. Frictionless.

The best experience is a digital experience. Your customers can open an account in minutes, using ProcessMaker’s next generation Consumer Account Opening. Whether using an auto-decisioning or back office banker review, the bank remains in control.

Features:

  • Know your customer. Know your bank.
  • Simplified data entry
  • Immediate account funding
  • Digital application signing
  • Instant account approval
  • Prevent application abandonment

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Business Account Opening

Business Account Opening

Secure. Seamless. Simplified.

ProcessMaker’s Next Generation Business Account Opening streamlines the complex business banking customer’s account opening. From the gathering of documents, selection of products and services, to the acceptance of disclosures with esignatures, the business account can be opened in one hub. The robust platform is intuitively designed to be driven as a self-serve for SMB, yet robust enough for complex, multi-layered enterprise businesses.

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Features

Features

Robust features to support your institution

  • Core Integration: Bi-directional integration with your core solution.
  • Treasury Services Onboarding: Eliminate the frustrating back-and-forth and easily onboard your business customers into your Treasury Services.
  • Account Management: Add account and services, signers, request additional documents, and update customer information.
  • IDA/IDV & KYC/KYB: Reduce the risk of fraud with the background check tools.
  • Compliance: Stay compliant with the due diligence and AML/BSA tools.
  • Funding: Cover the last mile with immediate funding options.
  • Document Management and Storage: Cross the finish line with storing in your DMS repository.
  • Real-time reporting: Understand every activity within the process with Dashboards and Reports.
  • Market and Cross-sell with personalized offerings to your customers.
  • Expand Services: Open banking concept - with RESTful API, expand your capabilities with third-party integrations.

Process Automation

Process Automation

Automate your manual and repetitive tasks and processes

BANKING PLATFORM & APP MARKETPLACE

Digitize and streamline banking processes.

Build your own custom automation or choose from a marketplace of designs. ProcessMaker will provide the platform.

Popular Automations:

  • Compliance processes
  • Electronic signature collection
  • Support tickets
  • Form requests & approvals
  • Customer onboarding
  • Invoice management
  • Reimbursement requests
  • Client applications
  • Work orders

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A robust solution that streamlined all of its branches and processes on one platform

A robust solution that streamlined all of its branches and processes on one platform

A solution for every thinkable process problem. It has the best and simplest interface I have ever seen on any similar software.
Read the Case Study
California International Bank
Community Bank of the Bay
Drummond Community Bank
Freedom Bank
Hanmi Bank
Integro Bankcorp
Main Street Bank
Marquette Savings Bank
Mountain America Credit Union
Quaint Oak Bank
Republic Bank of Arizona
River City Bank
Security Federal Savings Bank
Swedish American Bank

The #1 Enterprise Digital Process Automation Platform

250+ reviews on G2 Crowd Logo
170+ reviews on Capterra Logo
20+ reviews on Gartner PeerInsights Logo
ProcessMaker Awards

Improving the Customer Experience (CX) in Banking

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