Set your institution apart from the competition and increase new account openings by giving your potential customers what they want, when they want it with WarpOnboarding.
Today’s customers are used to having their balances at their fingertips, making mobile deposits and transferring funds with the click of a button. Why should opening an account or applying for a mortgage be any different?
1. Customers instantly connect to a secure video call with an account manager directly through your website without having to install anything.
2. Your account manager verifies the customer’s identity and provides them with all necessary electronic forms.
3. The customer digitally eSigns forms.
4. The account manager opens the account instantly and accepts the customer’s opening deposit.
- Improves conversion by completing the account opening in one easy step
- Cuts time spent waiting for an account manager
- Allows institutions to open new accounts during extended hours, or even 24/7
- Saves staffing costs in branches by pooling account managers