Half of new accounts don’t survive
Most new accounts don’t last beyond 90 days. That’s because legacy digital account opening and onboarding processes don’t engage, build relationships, or drive account value quickly enough.
Automation changes everything
Fast, efficient account opening and onboarding win relationships. But when processes are manual and inefficient, they overburden staff and can cost you new account holders.
Relationships start at account opening
Build loyalty immediately by quickly giving people what they need—from setup of recurring payments to e-statement signup to simplified direct deposit switching.
Adding accounts should be frictionless
As life changes, consumers expect it to be quick and simple to open additional accounts with their existing FIs. So, remove the hassle of adding accounts.
Open accounts, expand possibilities
Our account opening products increase conversion of new accounts, then deliver personal experiences for ongoing engagement, primacy, and relationships for life.
A guided onboarding experience
Q2 Getting Started delivers a fully guided onboarding experience. Walk account holders though the most critical—and valuable —account setup steps. You’ll build trust and loyalty that lasts.
More accounts, less hassle
With Q2 Add Account, pre-authenticated account holders—consumer or small business—can conveniently add checking and savings accounts in just a few clicks, within the digital banking experience.
Remove obstacles to growth
Quickly turn new accounts into primary banking relationships with Q2 ClickSWITCH and Q2CardSwap. We automate the process for switching direct deposit and recurring payments, clearing the path to revenue growth.
“We’ve seen about a 75% increase in account opening with Q2. It’s been a great step forward for us. The biggest piece of positive feedback we’ve received has been the power of being able to go through the entire account opening process in just minutes, including account funding. It’s been a very positive impact for us.”
VP and Director of Product Management