New Account Opening

New Accounts mean new business. Automating the integration of unstructured customer data into the account-opening process can increase the productivity of all roles involved in the end-to-end process. Image Access provides Intelligent Capture products to automate the capture, exchange and transformation of new account data.

Our Intelligent Capture solution automates the link between back-office processes and front-office knowledge workers, enabling organizations to exchange information automatically with anyone, anywhere in any format.

Improving the account-opening process not only helps to reduce costs and inaccuracies, it improves customer satisfaction as well. Additionally, this improved process will lower the cost per transaction associated with each new account.

Here are a few examples of how the Image Access Intelligent Capture solution helps with the new account open process:

  • Data, in paper and electronic form, can be captured and integrated at the time of customer application
  • Captured data is available immediately and can eliminate the need for customers to fill out forms with duplicate personal data
  • An automated exception process can flag incorrect or missing data as it's captured from the customer to ensure all issues are resolved as they occur
  • The new account data can be immediately integrated into existing business applications without manual rekeying of data
  • Security is increased as documents are stored electronically and not physically shipped
  • Different account applications can share customer data and go through a consistent process, which helps both the customer and your employees

Overall, with the Image Access New Account Opening solution, your process will be streamlined, saving you both time and costs. The increase in productivity enables you to grow your business without growing your staff.

 

East Coast

22 Paris Ave Suite 210 Rockleigh, NJ, 07647 Phone: (201) 342-7878 Orders: (800) 930-3456 Fax: (201) 487-3456

West Coast

103 Shoreline Parkway San Rafael, CA 94901 Phone: (415) 460-1700 Orders: (800) 528-4773 Fax: (415) 460-0777

Pacific Northwest

12416 NW 36TH AVE,STE 1A Vancouver, WA 98685 Phone: (360) 573-1338 Orders: (800) 528-4773 Fax: (360) 326-1546