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Admin Account Opening
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Admin Applications
If your financial institution uses our Account Opening products (Consumer and/or Business Account Opening), you can review or manage all submitted or pending applications in the Admin Platform. This category describes features of the Applications pa...
Product List Manager
With the Product List Manager, your staff can easily edit the list of products your institution offers to applicants during Account Opening. This category describes setting permissions, editing products, adding new products, editing disclosures, and...
Personas
As of release 2024.8, Personas is available in Consumer Account Opening for banks only. Personas for credit unions will be available in an upcoming release. Personas represent a group of consumers with similar characteristics, such as age, gender...
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