Build deeper relationships with seamless account opening and onboarding
Digital onboarding friction leads to account abandonment and lost revenue. Q2 makes it easy, so your financial institution can convert new account holders into long-term relationships.
How digital onboarding drives primary banking relationships from Day 1
Deliver value long after account opening with intuitive functionality built for the long game.
Speedy, intuitive account setup
Eliminate roadblocks that lead to abandonment and enable prospects to open accounts seamlessly.
Deeper relationships from Day 1
Establish enduring relationships early with financial products that allow account holders to hit the ground running.
Continual engagement with existing account holders
Target idle accounts with functionality that reignites engagement. Because while winning new relationships is great, maximizing current ones is critical to success.
Profitable relationships unlocked
Grow revenue by delivering intuitive onboarding experiences that lead to primary relationships and valuable cross-sell opportunities.
Open new relationships, not just accounts
Omnichannel access, real-time identity verification, and dynamic workflows tailored by account type eliminate pain points throughout the onboarding process. You’ll quickly strengthen your relationships and win loyalty with account holders.
Self-service onboarding
With Q2 Getting Started, guide account holders with a comprehensive, curated set of tasks and relevant offers that quickly grow the relationship.
Treasury Fulfillment
Q2 Treasury Fulfillment streamlines treasury onboarding by automating manual workflows across systems. It reduces manual errors and creates transparency between account holders and teams so institutions can unlock productivity, enhance experiences, and drive revenue faster.
Deepen engagement with existing account holders
Guided Activation
Q2 Getting Started walks account holders through activation steps and relevant offers. It's a simplified onboarding tool that creates deeper relationships at account opening, growing them over time.
You can deliver personalized product offers and engagement campaigns to maximize lifetime value.
Direct Deposit
Remove barriers to becoming your new account holders' primary institution with automatic direct deposit setup and seamless payment switching.
Pre-authenticated Account Opening
Let pre-authenticated users—whether consumer or small business—easily add another checking or savings account in a few clicks with Q2 Add Account.
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Security and compliance in digital onboarding
We’ve built our platform to provide the highest levels of protection and compliance, with real-time fraud detection and robust identity verification and encryption standards. You can expect Q2 software to meet KYC/AML compliance, as well as global standards such as FFIEC, CFPB, and more.
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Why Q2 for digital onboarding?
Our onboarding solutions are fully scalable and meet the goals of banks and credit unions of all sizes.
We’re achieving measurable results for our customers, boosting efficiency, and streamlining the onboarding journey for their account holders. Read the stories.
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Why do banks and credit unions choose Q2 digital onboarding products?
Top-performing financial institutions choose Q2 digital onboarding for its convenient, automated, self-service tools, which build loyalty and long-term account holder relationships from Day 1.
How does Q2 digital onboarding improve account opening conversion?
Q2 removes common friction points like manual data entry, complicated identity checks, and abandoned applications with convenient, omnichannel self-service workflows. This reduces the steps between starting an application and successfully opening an account.
Can Q2's onboarding products integrate with our existing core banking system?
Q2’s digital onboarding products are designed to fit within a financial institution's existing technology environment. We work with more than 50+ core solutions. For details on integrating with your core banking system or other third-party providers, let’s talk.