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uOpen

OVERVIEW

 

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uOpen™ helps you create a best-in-class account opening and funding experience for customers and members, combining a delightful experience with outstanding results. With real-time decisioning and an integrated switch kit for new account setup, this end-to-end solution improves application completion rates, office efficiencies, and regulatory compliance. uOpen provides a unified process across all channels so your customers or members have the same experience no matter where they open their new accounts—online, in-branch or using the call center. Management and Branch Consoles allow your staff to efficiently manage applications and improve relationships.

uOpen provides your financial institution with:

  • Automated personal, business, deposit, loan, credit card and escrow account opening
  • Funding by ACH, credit card, debit card, and more
  • Improved CIP/KYC, OFAC, USA Patriot Act and FACT Act compliance
  • Automated decisioning, approval and real-time account setup
  • Third-party platform integration for core system, identity verification, card ordering, check ordering, loan decisioning, document management etc.
  • Integrated switch kit to switch direct deposits, automatic payments, credit cards, and loans
  • Comprehensive reporting and business analytics
  • Application, product, promotion, additional service and risk management

uOpen enables your financial institution to:

  • Streamline the account opening and funding process across all channels for improved efficiencies, lower costs and increased back office productivity
  • Provide 24/7 access and convenience to consumers via the channels they prefer to use
  • Enable intelligent cross-selling an up-selling to gain more wallet share
  • Offer additional services such as credit/debit/ATM cards, online banking, eStatements, overdraft protection, gap insurance, etc.
  • Assign applications to reps for follow-up to improve application completion rates
  • Manage products, promotions and additional services to offer the products and services your customers want at the right time
  • Help customers close external accounts and transfer remaining balances
  • Integrate your own decisioning to optimize customer experience, cross-selling and up-selling opportunities

Read What Our Clients Are Saying

“Basically, anything that a new member would be offered if he or she was sitting in front of a BECU consultant is offered during the online enrollment process.”  View Case Study
Howie Wu
Vice President of Virtual Banking
Boeing Employees Credit Union