Product Features > Account Opening & Enrollment

                             

Streamline account opening with accountWORKS !

One of the challenges in today's environment is making sure your new member enrollment and account opening processes are complete and consistent - and yet easy on your staff and quick for your members! At fiVISION, we worked with our clients to create accountWORKS to specifically address these challenges.

All accountWORKS implementations are designed to give you control over your new membership and account opening processes. This includes helping you determine what information you want to collect and how to set up a decision matrix that incorporates information from credit bureau, fraud and OFAC checks to give you a predictable process!

The fiVISION enrollment and account opening solutions support applications regardless of where they come from - online, in the branch, the call center, or in the mail! The idea is to give you a platform that allows you to open your memberships and accounts the same way throughout the organization.

autoENROLL for HSAs
NEW! Open Health Savings Accounts in less than 5 minutes, online and in the branch!
Online Member Enrollment
Let Consumers Become Members in Minutes Around the Clock!
Enrollment Cross Sell
Make Targeted Offers for Additional Products During Enrollment
Web Loan Applications
Simplify and Integrate Web Loan Apps
ID Verification
Out-of-wallet Q&A Utility for Verifying Identity
Online New Account
Help Members Open New Accounts on Their Own Time
Member Enrollment
Streamline & Automate Enrollment Processes in Branches and Contact Centers