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Reduce friction. Engage securely.


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Reduce friction. Engage securely.


First impressions matter

Your first contact with a potential customer will most likely not be at a branch location, but on a mobile device. To compete effectively in today’s market, financial institution must be ready to offer customers a secure, simple and quick account opening process that is optimized for mobile devices

Computershare partners with core processors and retail banks to provide a cost effective customer onboarding solution that allows customers to securely submit an application, fund their account and sign required documents all under seven minutes.

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A new approach to customer onboarding


A new approach to customer onboarding


Financial institutions benefit from offering clients a secure, fast and easy account opening experience.

Transform the consumer’s experience

Allow new and existing customers to open accounts on-demand from any digital device.

Offer a true end-to-end account opening

Allow immediate and secure funding of account via ACH, credit card or debit card.

Go to market quickly with a configurable solution

Shorten your implementation timeline and utilize pre-built third-party service integrations to configure a solution that meet your exact requirements.

Reduce risk

Protect the bank from fraud with automated customer identity screening and verification.

Optimize operations

Reduce cost of customer acquisition by eliminating manual process.

Utilize data for an engaging customer onboarding

Deliver data-driven customer lifecycle communications from the onset.

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Optimized for the mobile customer


Optimized for the mobile customer


As a communications partner to hundreds of retail banks, we’ve taken the best of our expertise to develop a platform that will meet your business objectives and transform the customer onboarding experience without requiring a large investment in infrastructure and technology. Meet your mobile customer’s needs with the latest technology on a platform they trust.

Mobile-first design

Optimize your customer’s user experience for mobile engagement.

Built-in camera tool

Enable ID-card image capture for confirmation of authenticity.

Knowledge-based identity authentication

Provide out-of-wallet questions for added security.

Omni-channel experience

Start, stop and resume the account opening process from any device.

No branch visit required

Allow customers to fund account immediately without a branch visit.

Sign electronically

Accept terms and conditions and acknowledge disclosures from anywhere.

Insights


Insights


Got the abandonment blues?

Six tips on how to deliver the best mobile account opening experience.

Contact


Contact


Request a demo

Complete the form to request a live demo of our end-to-end customer onboarding solution. Learn how in under seven minutes, you can offer customers  the ability to securely submit an application, sign the required documents and fund their new account.