New Account and Transaction Processing
Reduce or eliminate costs and save valuable time.Banks seeking efficient, integrated methods to process daily transactions will find value in our New Account and Transaction Processing solutions.
New Accounts
Whether your customer service representatives are working with a new or existing customer, your bank will benefit from the intuitive workflow and process efficiencies of our new account platform. Utilizing the industry-proven Wolters Kluwer Deposit and IRA E-forms, this platform is a complete product presentation solution, with built-in strategies for cross-selling and introducing new products. Pre-determined questions and workflow patterns assist inexperienced representatives and help them gain confidence, project a professional image and meet your customers’ needs. Information transfers automatically between the platform and Precision, providing features such as automatically populating forms with customer information and updating Precision with the new account information at the end of the setup process.
Business Process Management
In addition to account opening processes, we can help you incorporate business process management throughout our organization. By establishing pre-determined questions and workflow patterns, you effectively preserve knowledge, ease training and promote consistency and accuracy. The workflow function can easily be deployed for process dependent areas such as human resources, loan and contract processing, customer service and the teller line.
Transaction Processing through Distributive Capture
The proof process speeds up when banks capture items electronically at the teller window, back counter, branch locations or at the sites of your merchant customers. Image Exchange and the introduction of Image Replacement Documents (IRD) have generated the need to improve item processing and exchange. Our Virtual Item Exchange (VIE) enables banks to receive, send and manage all types of image documents. Banks realize faster funds availability because VIE connects to the clearing network of your choice. VIE is designed to leverage technology by improving efficiency, reducing costs, integrating with other Fiserv software and featuring innovative virtual processing procedures.