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.
CustomerAccount provides consumers with status updates throughout the approval process and allows applicants to perform tasks on their own time, from any device.
Empower customers with a platform to view and electronically sign agreements.
Prepare a customer "To-Do List" to gather required documents.
Communicate with customers post-application to guarantee around-the-clock service.
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.
browse, shop, and apply
access credit cards
open accounts digitally
dealers originate loans
Help consumers get
fast and secure loans
Explore what makes
our platform unique