Commercial Onboarding Enrollment

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.

Key Benefits

• Elimination of redundant manual processing; Reduced risk of errors
• Improved revenue growth
• Greater transparency within treasury operations
• Reduced audit exposure
• Improved customer acquisition and retention