Build deeper relationships with seamless account opening and onboarding
Our digital approach to account opening and onboarding makes it easy to start banking with your institution and quickly develop lifetime relationships.
Success from the start
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 the right financial products and services so account holders can hit the ground running.
Continuous 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 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 with account holders.
Digital Self-Service Account Opening
Increase new account conversion and build secure, personalized engagement across channels to drive primary banking relationships.
Treasury Fulfillment
Automate treasury workflows across dispersed systems, reduce manual errors, and create transparency between clients and teammates with Q2 Treasury Fulfillment.
Deepen engagement with existing account holders
Guided Activation
Guide account holders through activation steps and relevant offers with Q2 Getting Started, our simplified onboarding tool that creates deeper relationships at account opening and over time. Once they open accounts, you can deliver personalized product offers and engagement campaigns to maximize lifetime value (LTV).
Direct Deposit
Help account holders minimize financial speed bumps and get back to their everyday digital banking 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.
-
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.
-
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. To learn more about these results and how we can help you achieve your goals, contact us to talk to a digital baking expert today.