Built on a unified configurable platform, these solutions are adaptable, intuitive and user-friendly. Using our solutions, banks and credit unions can accelerate customer/ member acquisition, optimize cost per acquisition and improve the overall profitability.

Targeted at usability and configurability, these solutions ensure user-friendly and future-proof business processes. Usability ensures that the account opening interface is intuitive enough for customers and members to stay on the application, complete it or save intermittently and come back later for completion. Configurability provides a future-proof solution for banks and credit unions to adapt to market dynamics and customer/ member needs.

Newgen solutions for financial customer onboarding

Account Opening - Digital / Online Account Opening

Digital / Online Account Opening

Offer multi-channel account opening services to your customers

Account Opening - Branch Based Account Opening

Branch Based Account Opening

Streamline branch account opening with a paperless, electronic workflow

Account Opening - Mobile / Tablet Account Opening

Mobile / Tablet Account Opening

Offer dynamic, on-the-go lead management capabilities to your field agents

Account Opening - Wealth Management Onboarding

Wealth Management Onboarding

Empower asset managers to drive personalized, need-based customer onboarding

Whitepaper: The Seven Guiding Principles of Digital Account Opening

Debunk the myths of Online Account Opening and discover its driving factors.

REINVENT BANKING

Online Account Opening Software by Newgen

Newgen’s Online Account Opening Software is a one stop solution for your customer on-boarding needs

REINVENT ACCOUNT OPENING

Account Opening - Taming Abandonment in Online Account Opening

Taming Abandonment in Online Account Opening

Learn why millennial customers switch and how to turn them into your brand advocates