Commercial OnboardingTM Enrollment automates the treasury management product and service onboarding process, saving your organization time, money and manpower while streamlining and improving the customer experience and accelerating revenue recognition.
Commercial Onboarding Enrollment from Fiserv manages and improves a content-centric process by replacing paper-based forms with electronic forms for streamlined treasury management onboarding tasks including customer profile and product/service setup. A flexible, automated workflow moves content (i.e., documents, agreements, financials, etc.) between all personnel touch points including sales, operations, risk management, etc., and commercial customers. It provides collaboration, service level monitoring and escalation mechanisms and accessibility options so that various functional areas of the bank can perform their specific tasks quickly and are made aware of any potential customer service issue.
Enrollment processes are further streamlined and accelerated in the following ways:
As the complexity of treasury management products continues to grow, so does the need for more streamlined onboarding processes. Replacing manual, paper-based tasks with Commercial Onboarding Enrollment provides corporate customers with a fast, transparent and complete experience that is consistent across products and services.
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