uMonitor Solutions

As part of uMonitor's dedication to delight customers, we offer a great line of innovative uMonitor solutions. These solutions are specifically designed to help financial institutions and financial professionals give their customers the most up-to-date financial services. These proven solutions are flexible, configurable, customizable and private labeled, giving financial institutions of all sizes the ability to reach out to untapped markets, increase customer satisfaction and improve cross-selling ratios via the internet.


The solutions help financial institutions provide services online, in branches and call centers, from new account opening and funding to account-to-account money transfer, person-to-person payments, financial advice, benefits management, account management and bill presentment and payment services. uMonitor's solutions help banks and credit unions improve their position by leveraging the online channel to offer all of the services found in a branch.


Unifying these processes across all channels, uMonitor improves your workflow and streamlines processes to increase profitability, generate new revenues, improve regulatory compliance and increase employee productivity, while reducing costs and delighting customers.


uMonitor Solutions Matrix

uMonitor solutions
Revenue Growth
Regulatory Compliance
Operational Efficiency
Customer Delight

uOpen & uFund® is a state-of-the-art online account opening and funding service that helps to create a delightful experience for customers.

  • Open personal or business accounts
  • Offer deposit or loan accounts
  • Add services like credit/debit/ATM cards, online banking, eStatements, overdraft protection, gap insurance, etc.
  • Funding by ACH, credit card, PayPal, check, etc.
  • Unify processes and user experience across multiple channels: online, branch, kiosk or call center
  • CIP/KYC, OFAC, USA Patriot Act and FACT Act compliance
  • Automate decisioning, approval and real time setup
  • Gain other key relationships with switch kit.


uTransfer® allows financial institutions to offer convenient and secure online money transfers, and is ideal for customers to transfer funds between accounts (A2A) and send or receive personal payments (P2P).

  • Fast, easy way to link all accounts to move money
  • Send money via email or mobile device to anyone
  • Request payments from anyone
  • On-demand, scheduled and recurring transfers
  • Express transfers for faster delivery
  • Enhanced fraud protection with transaction level security
  • Detailed transaction tracking


uSwitch® allows customers to move external relationships to your institution. Customers can switch accounts over with a few simple clicks, or you can provide concierge service.

  • Switch direct deposits and automatic payments
  • Close external accounts
  • Pay off loans and credit card balances
  • Become customers' primary financial institution


uView® provides a way for financial institutions to become their customers' personal portal to their online environment, repositioning your brand as tech-savvy and in-touch.

  • All assets and liabilities data in one place
  • Secure user name/password vault
  • Easy to share information with family and advisors
  • Personal financial manager


uAdvise® serves the needs of professionals that provide services to mass, affluent, and high net-worth clients. A simple, yet powerful CRM solution, uAdvise improves relationships with input from financial professionals.

  • Real-time access to all internal/external accounts data
  • Track online and offline assets
  • Offers goal planning, asset allocation, portfolio tracking and more
  • Customize institution specific workflow
  • One click execute rebalance and trade


Additional Services

uMonitor offers the following more specific solutions that enable financial institutions to automate processes in their branches and back office.


uReinvest® - CD Reinvest Service
uPlan® - Benefits Plan Manager
uPresent® - Bill Presentment and Payment
uVerify® - Entire Customer Base Verification
uDocument® - Document Management System (DMS)
Professional Services - Customized Solutions

Benefits to Financial Institutions:

  • Leadership in the direct banking world.
  • Improved workflow and productivity.
  • Latest innovative technology.
  • Improved time-to-market.
  • Improved revenue with cross-sell and up-sell possibilities.
  • Reduced delivery costs and acquisition costs.
  • Branch functionality online
  • Delight your customers.
  • Be the primary financial institution for your customers.

Benefits to Customers:

  • Transactional online banking experience.
  • Convenient, 24x7 service.
  • Full branch functionality, online.
  • Easy to use.
  • Faster turnaround.
  • Delightful experience.