Admin Account Opening

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...

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 represent a group of consumers with similar characteristics, such as age, gender, needs, experiences, behaviors, or goals. They are often based on user research and help companies better tailor their products and services to meet the specif...