Staff-Led Account Opening

Video: Staff-Led Account Opening Staff-Led Account Opening gives your institution the ability to effortlessly open accounts for consumer applicants who come into your bank or credit union branch. Through a streamlined experience that allows for...

To open an account with Staff-Led Account Opening for a new consumer user: 1. Navigate to a New Application From the Admin Platform sidebar, select Account opening > Applications , and then select New application . 2. Basic Info On the pa...

To open an account with Staff-Led Account Opening for an existing consumer user: 1. Navigate to a New Application From the Admin Platform sidebar, select Account opening > Applications , and then select New application . 2. Basic Info On ...

When you select Finish later in a staff-led application, your progress is saved and you can continue the application later using these instructions. If you start a staff-led application, the applicant can also finish it online on their own, as lon...

You can configure the branch locations that appear in the Application tracking section of the pre-KYC step (step 1) of the Staff-Led flow. You can also set a default branch for each staff user that will be pre-selected on all their Staff-Led appli...