CustomerAccount - Deliver a Continuous Service Experience

The Problem

Applying for a financial product can be tedious. It requires information that is not always readily available, causing friction with customers and delaying the application process.

The Solution

CustomerAccount provides consumers with status updates throughout the approval process and allows applicants to perform tasks on their own time, from any device.

Features & Benefits

Digital Customer Signatures

Empower customers with a platform to view and electronically sign agreements.

Task Management

Prepare a customer "To-Do List" to gather required documents.

Automated Messaging

Communicate with customers post-application to guarantee around-the-clock service.

The fast, simple, and secure way to support
your applicants

Maintain close relationships with your customers after they have clicked the "Submit" button. Establish confidence in your financial institution with a customer collaboration platform built to securely capture digital signatures, gather documents, and facilitate communication.

Embrace the digital approach to relationships, reaffirming your institution's customer commitment with another way to show you care.