BRINGING PAPERLESS ACCOUNT OPENING TO THE KITCHEN TABLE
Using OpenAdvantage® with the Apple iPad™, brokers are now able to complete the account opening process almost anywhere over the cellular network. This extends OpenAdvantage’s existing functionality of automating the account opening process and now allows the broker to meet with the client at their home or workplace and capture all of the data quickly and professionally. Clients can e-sign the document directly from the Apple iPad™ in order to submit the application instantly, accelerating the account opening experience.
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With mobile account opening users can:
- eliminate the need for the broker to obtain an ink signature from the client
- perform end-to-end digital account opening eliminating the need for paper-based forms.
This extends the benefits that existing OpenAdvantage® users enjoy such as:
- complete real-time, same-day account opens
- reduced costs associated with opening a new client account
- provide an exceptional client experience during the account opening process.
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To learn more about OpenAdvantage®, click here. |
PRODUCT HIGHLIGHTS
- Open same day accounts
- Accelerate account openings
- Decrease costs
- Provide exceptional service |
