Account Opening System
It's been said that you can only make a first impression once. Where most Credit Unions are concerned, first impressions happen when someone comes in to set up a new account. If this is your moment to shine, the Account Opening System puts you in the best possible light. Want to know how?
The AOS quite literally remedies a tiresome, faulty business process and transforms it into a completely natural conversation that doesn't feel like a "process" at all. Not only does it make opening an account all about the member, it also takes pressure off your staff, provides the perfect opportunity to extend additional products and services and makes your CU positively shine.
With the AOS, your staff simply sits down with members and leads them through a few key questions about their banking needs. During this easy conversation, they enter the data the member provides (once). The AOS does the rest, taking the decision making hassle out of your staff's hands. Not only does it select the best account for the member, it:
- takes a fraction of the time
- gives your staff the confidence to extend services at the first sitting
- dramatically reduces non-compliance errors
- requires minimal staff training (35 minutes)
- can be used to set up both business and personal accounts and services
- can be customized to match your CU business processes and needs
The AOS is not just form-generating software. It does create and generate all the required forms, but it's also focused on needs identification and supports your staff through the entire process. In less than 20 minutes, you can make the kind of first impression that fosters confidence, loyalty and great business for your CU.
