uOpen & uFund®
The most flexible solution for new account generation.
uOpen & uFund® helps you create a best-in-class account opening and funding experience for customers, 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.
With ACH funding from external accounts and credit / debit card funding to Paypal and Google checkout options, customers can fund their accounts using the method they prefer.
Improve Customer Experience
uOpen & uFund® provides a unified process across all channels so your customers have the same experience no matter where they open their new accounts—online, in-branch or using the call center.
Improve Operational Efficiencies
uMonitor takes financial institutions to the next level of sophistication with Management and Branch Consoles, allowing your staff to manage applications and improve relationships. These consoles help provide better customer service and improve productivity, while lowering costs.
Key Features of uOpen & uFund:
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.
CIP/KYC, OFAC, USA Patriot Act and FACT Act compliance
Automate decisioning, approval and real time setup
Gain other key relationships with switch kit.
Enable intelligent cross-selling an up-selling
Offer eSignature or integrate Signature Pads
Offer documents uploading and printing
Streamline 3rd party platform integration for core system, identity verification, card ordering, check ordering, loan decisioning, document management etc.
Key Features of uMonitor Consoles:
Work management with applications assignment to reps for follow-up
Assign user profiles by roles, responsibilities and work assignment
Integrated access to all third party data and reports
Manage branches, representatives and users
Manage products, promotions and additional services
Integrated access to risk management, notes and audit trail
Comprehensive reporting and business analytics
Automated process to improve cross-sell and up-sell
Switch direct deposits, automatic payments, credit cards, and loans
Help customers close external accounts and transfer remaining balances
These consoles also act as an enabling catalyst, helping you integrate your own decisioning to optimize customer experience, cross-selling and up-selling opportunities
- uMonitor Solutions
- uOpen & uFund®
- Other Solutions
- Professional Services
Which deployment option is right for you?
Packaged solution that uses the best practices in industry for the fastest and easiest implementation.
The next step for backend integrations and reducing the re-keying of information with core integration.
The most robust solution that takes this highly configurable solution to the next level with customization and full functionalities.
Try This Combination
uOpen & uFund® works well with uTransfer®, the account-to-account transfer and person-to-person payment service, to offer ongoing money movement capabilities to your customers