Streamline account opening at your institution

In banking, relationships come first. When your bank makes it easy to open checking and savings accounts, your customers appreciate the service. Delivering excellence in account opening accelerates your core deposit strategy, keeping your funding stable at the lowest risk possible.

Commercial Account Opening

Commercial Account Opening

Our commercial account opening solution provides a platform that is intuitive, interactive, and user-friendly. Ensure that your bank or credit union’s commercial account opening interface is smart, comprehensive and simple enough for users to stay on the application, complete it or save intermittently and come back later for completion.

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Retail Account Opening

Retail Account Opening

First impressions are everything in banking. Given the advances in technology that enhance the customer experience, banks are under an all time high pressure to live up to the expectations of prospective retail customers. When a customer approaches a bank for the first time with an account opening request, the customer will retain the first impression for quite some time.

Wealth Management Account Opening

Wealth Management Account Opening

Create a seamless on-boarding process for your customers. It eliminates the gaps between sales and fulfillment. Your asset managers can use this solution to drive need based on-boarding processes and reduce the time taken to meet customer demands. Ensure streamlined account set-up, correspondence generation & management, funding, and activation.

Omni-Channel Account Opening

Omni-Channel Account Opening

As an enterprise leader in workflow and business process management (BPM), the ProcessMaker platform empowers business users to design and automate the delivery of the optimal experience when on-boarding new customers at your bank—every single time.

The ProcessMaker Advantage

ProcessMaker is relentless about bringing the world’s latest technologies to create an interdependent, omnipresent experience across financial institutions. Work smarter and transform redundant into intuitive with our suite of applications for commercial banking:

Lending
Retail / Consumer Lending
Commercial Lending
SMB Lending
Mortgage Loans

Risk & Compliance

Global Know Your Customer (KYC) Compliance
Anti Money Laundering (AML)
FATCA Compliance
CRS Compliance
Wealth Management Reporting
Credit Risk Management

Automate Your Back Office Behind the Scenes

Employee requests
Vacation approval

… and more.

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