When a potential new customer drops by your site, shopping for the best financial deal, is your financial institution doing all it can to make it easy, not only for him to get the information he's looking for, but also for him to get what he wants done, when he wants it done?

If your online delivery is not a true virtual branch, then your institution is missing the mark, and maybe missing out on potential, new customers that you will never know about...which is new, potential money you will never see because it has already been deposited elsewhere.

Think about your account opening process...can someone go to your financial institution's website, fill out information and requests online, click send, and have everything done, in real time, without signing a piece of paper, mailing an application or visiting a branch? If you answered 'no' to any one of those queries, your institution is not as efficient as it could be, and you are losing scores of potential customers who are ready and looking to put their money somewhere...

But what about security you might ask? When someone enters your site and attempts to open a new account or move funds, there is a stringent ID verification process he must go through...eligibility verification, out-of-wallet questions, Patriot Act compliance, OFAC check, credit score and credit report analysis, account setup on core system, and online funding. Once all these points are covered, the system can automatically determine what other types of products that potential customer is eligible for, and is able to present to them appropriate cross-sell and up-sell opportunities

uMonitor's uOpen & uFund&trade solution is the product that covers all the above listed points, which, in turn, opens your virtual doors to a whole new group of potential customers.