A uMonitor Solution for Any of Your Needs

uMonitor's solutions are specifically designed to help financial institutions give their customers the most up-to-date financial services. These proven solutions are flexible, configurable, customizable and private labeled. They are seamlessly integrated into your financial institution's services and are both easy to deploy and easy to use. uMonitor's solutions help your financial institution become a leader in the direct banking world by offering the latest innovative technology. Whether your financial institution is trying to improve workflow and productivity, expand customer loyalty or increase deposits, there is a uMonitor solution for you. uMonitor's suite of solutions include:

uOpen & uFund^® - online account opening and funding - allows your customers to open and fund an account online, 24x7. Customers are given a self service way to open an account, fund the account, apply for a loan, be presented with customer specific offers, and select additional products and services. uOpen & uFund^® also provides a means for your financial institution to streamline the account opening process with deployment available for all of your delivery channels - online, in the branch and in the call center. By automating account opening and funding process, you will reduce costs, provide faster account setup and eliminate the re-keying of information, which will improve your customer service and satisfaction. Your online channel will have all of the functionality of the branch with realtime decisioning, cross-sell and up-sell opportunities, OFAC compliance and an online relationship switch kit for switching other financial relationships over to your financial institution.

uTransfer^® - funds transfer service - offers your customers a money management service with a method of transferring their funds between accounts at different financial institutions in a highly secure and reliable way. You get the highest level of security with multifactor authentication, including transaction level security with customer appropriate service levels. uTransfer^® can be offered as a standalone service, as part of the uView^® - premium account management service or as an integrated offering in your online banking. With transfer options (on demand transfers, scheduled transfers or recurring transfers), your customers can easily track and monitor all of their transfers. This service can even be used by customers to pay their loans at your financial institution, eliminating the need for mailing paper checks. With uTransfer, your financial institution has access to queue monitoring, powerful analytics and reports. This further prevents fraud and gives you the ability to view the flow of funds into and out of your bank or credit union.

uSwitch^® - online switch kit - provides a means for your financial institution to encourage the switching of your customers' outside financial relationships, including direct deposits, automatic payments, credit card debt and loan accounts. It also provides an easy means for the closing of accounts at other financial institutions. The uSwitch^® service is available for new and existing customers. It can be offered inside your internet banking or as a standalone service on your website. The uMonitor switch kit is also accessible at the end of the uOpen & uFund^® solution, providing an easy way for the customer to simplify their financial life by switching their other financial relationships to one convenient place.

uView^® - premium account Management - is the most innovative financial services platform available today. uView^® offers a fully integrated, private-label, comprehensive account management service to your customers, allowing them to view and manage all of their financial and non-financial information in one place. Clients can easily access their information on demand through single sign-on to the web. Your financial institution will build customer loyalty by increasing the value and stickiness of your website by integrating it with your customer's daily lives. You will see an increased asset base, better data mining capabilities and better target marketing capabilities.

uAdvise^® - advisor service - is a client-advisor relationship management solution for relationship managers, financial planners, advisors, consultants, agent, brokers, CPA's and private client manager who provide financial services to mass, affluent and high net worth clients. uAdvise^® is a personal portal for financial professionals to manage their entire client base and also get a full picture of each individual client's internal and external assets and liabilities. uAdvise^® allows both the client and advisor to monitor accounts and the system generates automatic alerts when certain conditions occur in their accounts.