The automated New Account Opening solution enables financial services companies to use Microsoft’s SharePoint platform to transform their new account processing operation into a highly efficient transaction.

It starts by turning paper into digital information. Scanners convert paper into data at a broker’s desk. Electronic data sources like credit scores merge seamlessly into a repository where information is instantly available at the click of a mouse. The workflow engine intelligently automates distribution of work.

  • Accelerates the decision-making process by presenting processors with just the right information at just the right time
  • Contextually match data and images for rapid decision-making
  • Provides seamless ERP integration
  • Requested information is automatically joined with pended files and moved to the top of the list.
  • The entire process is visible, manageable and simple.