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Account Opening
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Account Opening
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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. You can set the minimum age via the Admin Platform, under Configurations > Institution Settings > Minimum Applicant Age&nb...
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
6 Articles
in this category
Business Account Opening
2 Articles
in this category
Staff-Led Account Opening
5 Articles
in this category
Account Opening End-User Communications
For various Account Opening scenarios, there are automatic and optional end-user communications sent to Account Opening applicants. Emails are sent via the Narmi system and typically have a "from" address of no-reply@[financial-institution-domain] ...
Account Opening Footer
Your institution can customize the footer shown in the Consumer and Business Account Opening flows with text, logos, contact information, and disclosure links. Please contact your Narmi Relationship Manager to update the footer.
Account Activity Questions
To configure product-specific account activity questions, go to Product-Specific Account Activity Questions . Depending on your institution's configuration, you can include an Account activity page in all Account Opening flows. This page conta...
Product-Specific Account Activity Questions
Your institution can opt to add account activity questions for specific products in Product List Manager. These questions appear in the "Account activity" step of the Consumer, Business, and Staff-Led Account Opening flows after an applicant selects...
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...
Product List Manager
With the Product List Manager in the Admin Platform, your staff can easily edit the list of products your institution offers to applicants during Account Opening. For full details on setting permissions, editing products, adding new products, editin...
Product-Specific Disclosures
Your institution has the option to add up to 10 product-specific disclosures for your applicants. A product-specific disclosure will only appear if the user has the product selected when they are completing their application. All product-specific di...
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...
Glia in Account Opening
Glia's ChannelLess™️ platform facilitates seamless communication and collaboration between customers and support agents across multiple channels, including live chat, video calls, and CoBrowsing. Leveraging AI-powered insights and workflow automat...
Translations in Account Opening
Language translations in Account Opening ensure a user-friendly experience for a diverse customer base. By offering multiple languages, your institution can cater to non-English speakers or those with limited English proficiency. This inclusivity pr...
Beneficiaries
At this time, the beneficiaries feature is only available in Staff-led Account Opening . The Account Opening Beneficiaries feature provides a clear and legally protected way to transfer account assets (especially for high deposit accounts like C...
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