Provides the ability for a financial institution to enroll a retail user at a branch, allowing for a branch employee to validate the user on the core & create a user in online banking. This form also allows for traceability of the employee that created user record.
Features & Benefits
Immediate Profile Completion
Upon enrollment, Customers and Users will be set up with demographic and contact information, accounts, Online Banking features, and default group/theme.
Advanced Validations
Restrict who can enroll based on customer information provided by your core vendor.
Branch Enablement
Have a record of the employees that assist your users with enrollment, and limit traffic of your form to only within your branch.