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.
95%
of application
processes automated
60%
reduction in
application abandonment
86%
reduction in
time to open
The #1 Enterprise Digital Process Automation Platform
Account Opening ROI Calculator
Calculate the potential benefits of using ProcessMaker’s Account Opening Solution.
View ROI CalculatorAccount 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.
Watch VideoBusiness 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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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
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
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
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
