Built for performance and high-touch service, New Accounts for Cleartouch® from Fiserv starts with the customer not the account.
New Accounts brings account opening capabilities into the smart client world of Cleartouch. Facilitate cross-sell opportunities with customized workflows, and reduce training with the simplified and familiar navigation delivered by Cleartouch.
New Accounts is built on a workflow foundation and supported by the role-based access and security administration that is part of Cleartouch.
The more you know about your customer, the better service you can provide. Whether it’s a new customer looking for a checking account, or an existing customer applying for a loan, New Accounts puts the customer at the center of the transaction to make your job easier.
Protecting customers and your financial institution against fraud and theft requires a solid customer verification process. New Accounts fully automates the verification process with seamless integration to eFunds for OFAC, ChexSystems and Qualifile screening.
Your customers and employees will appreciate the simple and fast process to open new accounts and add services to existing accounts. New Accounts is built for performance with intuitive navigation and a workflow environment that automates the account opening process. Step-by-step tasks are defined to ensure that specific functions are completed.
New Accounts presents a menu of products and services to the customer during a new account sales session, offering an excellent opportunity for cross sales. All products and services selected during this process are added to the session with a single click, similar to a shopping cart experience with online retailers.