



uOPEN - Open & Fund New Accounts

We invite you to read our five article series to learn more about this exciting topic.
- "Open Accounts: Phase I - Online" click here
- "Open Accounts: Phase II - Branch & Call Center" click here
- "Selecting an ASP - How do you decide which one is right for you?" click here
- "Inside or Outside - Should you bring a commercial solution in-house or use an ASP?" click here
- "Build or Buy - Should you build your own solution or buy a packaged solution" click here
We have combined all five articles into one easy-to-read PDF document for your reference. Click here to read or download the collection.
We have developed an escalation procedure, a priority based system to classify support issues in order to resolve them in a timely and efficient manner. All customer support issues are handled to ensure user satisfaction with the service.
To learn more about how uMonitor's solutions can help you better serve your customers, please visit www.umonitor.com
uOpen & uFund® - Online Account Opening and Funding
uTransfer® - Online Account to Account Transfer
uSwitch® - Switch Financial Relationships
uPlan® - Employee Benefits Plan Management
uView® - Account Management with password vault
uAdvise® - Client Relationship Manager for Advisors
uSwitch® - Switch Financial Relationships
uPlan® - Employee Benefits Plan Management
uView® - Account Management with password vault
uAdvise® - Client Relationship Manager for Advisors
Call: 901-757-1212
Email: info@umonitor.com
Parsam Technologies
3197 Players Club Parkway, Memphis, TN 38125

