Shorten your treasury onboarding timeline from weeks to hours
Automating workflows lets you onboard dozens of products with ease and efficiency.
Give your commercial clients—and your employees—a better onboarding experience.
By digitizing and automating as much of your onboarding process as possible, you shorten your time-to-revenue while relieving everyone of manual, paper-based drudgery.
RAPID DIGITAL ONBOARDINGYou can cut your onboarding time by 70% (on average) using our system.
EFFICIENCY THROUGH CLIENT SELF-SERVICEDigitizing equipment orders, wire transfers, and transaction limit management lets commercial clients handle aspects of the onboarding process on their own.
INCREASED SALES CAPACITYManage leads and share sales details between departments with minimal burden. We’ve seen a two-fold average increase in treasury sales with our system!
HOW IT WORKS
Automated onboarding workflows
Automatically assign tasks and generate treasury agreements for e-signatures.
Comprehensive monitoring capabilities include key customer statistics, client business structures, active services and cross-sell opportunities, and more.
Intelligent services recommendations
Make targeted offers based on client behaviors, traits, and needs across all channels, increasing your likelihood of a sale.