Banking

What is Banking?

Next Generation Banking Solutions

ProcessMaker's Next Generation Business and Consumer Account Opening Solutions offer an end-to-end digital account opening experience. The unified, omnichannel approach allows you to find your customers wherever they are – customers can open an online account as a digital self-service process or can join the agency with a banker.

OPENING A CONSUMER ACCOUNT

Fast. No friction.

The best experience is a digital experience. Your customers can open an account in minutes, using the next generation of ProcessMaker consumer account opening. Whether using an automatic decision or a back office banking review, the bank remains in control.

Characteristics:

• Meet your client. Meet your bank.
• Simplified data entry
• Immediate account financing
• Digital application signature
• Instant account approval
• Prevent application abandonment

OPENING A BUSINESS ACCOUNT

Sure. Unleashed. Simplified.

ProcessMaker's next-generation business account opening simplifies the opening of complex bank business customer accounts. From document collection, product and service selection, to acceptance of subscription disclosures, the business account can be opened in a single hub. The robust platform is intuitively designed to be conducted as a self-service for SMB, but robust enough for complex, multi-tier enterprise businesses.

CHARACTERISTICS

Robust features to support your institution

• Central integration: Two-way integration with your central solution.
• Cash service integration: Eliminate back-and-forth frustrations and easily integrate your business customers with your treasury services.
• Account management: Add accounts and services, subscribers, request additional documents, and update customer information.
• IDA/IDV & KYC/KYB: Reduce the risk of fraud with background check tools.
• Compliance: Stay compliant with due diligence and AML/BSA tools.
• Financing: Cover the last mile with immediate funding options.
• Document management and storage: Cross the finish line with storage in your DMS repository.
• Real-time reporting: Understand all process activities with dashboards and reports.
• Trade and cross-sell with personalized offers for your customers.
• Expand Services: Open banking concept - with RESTful API, expand your resources with third-party integrations.

PROCESS AUTOMATION

Automate your manual and repetitive tasks and processes

BANKING PLATFORM AND APP MARKETPLACE

Scan and streamline banking processes.

Create your own custom automation or choose in a design market. ProcessMaker will provide the platform.

Popular automações:

• Compliance processes
• Electronic signature collection
• Support tickets
• Form requests and approvals
• Customer integration
• Invoice management
• Refund requests
• Client applications
• Work orders

System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768