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Account Opening
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Account Opening
6 Articles
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About Account Opening
Our frictionless, fully automated Account Opening product is designed to drive deposit growth quickly and securely for both new and existing consumer and business accounts. With industry-leading Know Your Customer (KYC) and Know Your Business (KYB) ...
About Minor Applicants
A minor applicant is an applicant who is below 18 years of age and above the minimum age set by your institution via the Admin Platform, under Institution Settings > Minimum Applicant Age (the default is 13). Your institution can require app...
About Funding
Our Account Opening product supports funding of new accounts via a debit/credit card or Automated Clearing House (ACH) transfer. This category describes the applicant funding flow during account opening, as well as funding limits and holds. For an ...
About Identity Decisioning
Identity decisioning is the process of determining if a consumer or business is authentic in financial onboarding or transaction monitoring. Alloy is a global identity decisioning platform that helps financial institutions and FinTech companies au...
Consumer Account Opening
4 Articles
in this category
Business Account Opening
2 Articles
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Staff-Led Account Opening
5 Articles
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Account Opening End-User Communications
The following end-user communications are automatically sent to Account Opening applicants. Emails are sent via the Narmi system and typically have a "from" address of no-reply@[financial-institution-domain] unless you have a default "from" email ...
Product-Specific Links
Product-specific links allow you to provide your applicants with a custom Account Opening URL that opens to specific products pre-selected on the application under "Your selection." This is done by adding product IDs to the end of your institution's...
URL Parameters
URL parameters (or query strings) are a way to structure additional information for a Uniform Resource Locator (URL). Parameters are added to the end of a URL after a question mark ? symbol and can be used to track information about a click. Uniqu...
Opening Failed Application Status
While rare, an application may return an Opening Failed status, which typically requires manual intervention by the financial institution. This state means that the account was not successfully created on the core. Either a core banking task, core b...
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