New Accounts for Cleartouch®
New Accounts for Cleartouch provides an efficient workflow approach to help customer service representatives (CSRs) provide a consistent, convenient account opening process to financial institution customers.
Highlights
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Reduce Risk
Reduces the potential for common errors while streamlining back-office audit processes.
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Improve Client Experience
Reduces redundancies when entering the account owner’s demographic information, simplifying the client experience.
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Save Time
Receives data from the core, greatly reducing the amount of time spent on data entry.
Overview
New Accounts for Cleartouch provides an efficient workflow approach to help customer service representatives (CSRs) provide a consistent, convenient account opening process to financial institution customers.
Specifically for opening Individual Retirement Accounts, this solution leverages the capabilities of IRAdirect express™ from Ascensus to simplify the IRA opening process and program management, improving back-office efficiency and delivering a better experience to customers.
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