Resource Library
-
Frictionless Deposits: The Q2 and Plaid Connection
Webinar
Unlock Seamless Deposit Growth Join our exclusive webinar and discover the dynamic duo of financial technology! Use Q2 and Plaid to give your customers a frictionless onboarding experience, eliminate abandonment, and get more new accounts funded.
-
How ClickSWITCH automates complex direct deposit workflow
Product Overview
ClickSWITCH delivers fully digitized switching capabilities for a broad swath of employers and account holders. Account switching time is less than 90 seconds.
-
A quick, complete process for account switching
Product Overview
ClickSWITCH helps transform new and existing accounts into primary banking relationships by automating the process for switching direct deposits and recurring payments to your organization. It's quick and easy to complete.
-
Keys to a Successful Digital Banking Onboarding Process
Webinar
With more consumers researching and opening new banking accounts on digital channels, the need for a strong multichannel onboarding process has never been more important. Without a focused commitment to building real-time engagement across the entire customer journey, revenues and loyalty can be lost. In this webinar, Jim Marous and Lee Willis will discuss the keys to developing a winning onboarding program.
-
Onboarding: More Than Account Opening
Product Overview
Turn account opening into an automated, mobile experience. You’ll have consumers fully funded and engaged in minutes.
-
Easy AO with regulatory compliance: It can be done
White Paper
Make account opening work for your FI. Learn how to achieve compliance and exceed user expectations.
-
Attain sales success in digital channels
White Paper
Digital customers expect a great sales experience, and the right checkout process can help deliver it.
-
How digital technologies will replace or support offline sales
Executive Summary
Community FIs want AO for deposit growth, but a strategic effort also is needed to digitize sales.