FEATURES & BENEFITS
Deliver a paperless onboarding experience without turning business upside down.
Improve your time to revenue up to 35%. Let your sales team focus on selling, not shuffling paper.
Provide self-service options that allow customers to add or modify services on their own.
Reduce manual audit, validation and follow-up efforts by 80% without adding personnel.
Keep your existing processes and forms, while maximizing revenue from treasury clients.
Electronically signed onboarding documents speed contract fulfillment and create a shared repository of data.
Easily route documents for approval and communicate implementation status on a cloud-based dashboard customers can access from computers or tablets.
Notify bank stakeholders of progress and at-risk deliverables.
Paperless treasury solutions increase the likelihood of repeat business by streamlining the onboarding process and providing self-service options that allow customers to add or modify services on their own. Similarly, they offer your customers visibility and a feedback loop to resolve issues, reducing phone calls and delays.
Treasury Management Solutions
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