FlexAccounts
is a fully integrated deposit platform designed for one step
data entry, dramatically increasing efficiency and reducing
mistakes at the new accounts desk. All user input is simplified
by a logical, step-by-step process customized to follow the
financial institution’s existing – or preferred
– workflow. Products are defined according to ownership,
and can be uniquely tailored according to each ownership type.
Customizable field naming conventions better match user expectations
versus hard-coded systems.
FlexAccounts
delivers feature rich integration. Representatives who open
accounts for existing customers rely on auto-population of
numerous fields. Customers are seamlessly verified against
major reporting agencies. Agreement forms and disclosures
are electronically generated, including integrated digital
signatures when using FlexVerify. Check ordering information
is automatically transmitted by the system. Customer accounts
are automatically loaded into the host banking system, eliminating
re-keying of account information.
Individual
users can also control their system interaction based on workstation
settings. A user can operate with integrated, bank-defined
Help messages that display while navigating through various
fields. Personnel can also alter display sizes of text fields
to increase their viewing comfort. System navigation supports
both point and click mouse functions as well familiar keyboard
navigation.
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