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New accounts are generated faster and more accurately
than manual or partially integrated systems
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System naming conventions are tailored to follow existing
new accounts procedures, making implementation and ongoing
training a non-issue
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Internal
translation of host system information into user-friendly
terminology, allowing representatives to interact with
simplified drop down lists
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Easy keyboard or mouse navigation is a benefit for users
at any experience level
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Administrative functions include point-and-click end user
customization of the system
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User defined filed validations ensure the collection of
customer information is followed
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Various electronic forms providers, including in-house
documentation, are supported
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Open integration with major check printing providers
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Data
input is automated for existing customers
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Open multiple accounts without re-keying information
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Electronic forms can be archived for future reference
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Seamless core system integration
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Customized
on-line Help files
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Reporting
tools track productivity by branch, representative or
by product