New
accounts representatives are required to perform numerous
functions to support the opening of each account. Robust
integration within FlexAccounts greatly simplifies this
process, enabling representatives to focus on their customer,
not their terminal.
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Existing
customer information can be populated by the core system,
eliminating the management of a secondary CIF database
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Field
definition, including field size, type of data allowed,
and required/optional indicators to force users to collect
important customer information
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Help
message creation, providing bank-specific prompts associated
with internal bank procedures or cross-selling opportunities
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Selection
of third party forms provider or in-house documentation,
including data population and electronic forms archive
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Certification
of Deposit rate creation and rate modification as rates
change
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Selection
of a bank logo personalize the system for users and customers
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Automatic
loading ATM or Debit card numbers into the system
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Digital
signatures can be captured and archived automatically
into FlexVerify, enabling subsequent viewing at the teller
line for FlexTeller
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Integration
with third party customer verification services are part
of system workflow
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Check
ordering services automatically include secure account
and customer information data transfers
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Core
banking system integration includes custom defined fields
to fully complete new account creation
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System
changes feature easy distribution to all new accounts
desks
