For Credit Unions & Banks

A Powerfully Simple Account Opening Platform for Credit Unions & Banks.

Increase new accounts through an enjoyable, personalized experience, designed and branded for your institution.

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Account Opening is Who We Are.

- Not Just what we do -

For almost 20 years, our mission has been to make the account opening process effortless (and fully customizable) for credit unions, banks, their members, and customers.

Because adapting to industry standards should also propel your financial institution's growth.

Our Features and Services

  • Real-time Integrations

    Check out our ever-expanding list of integrations. From core processors to electronic signatures to decision support systems – the most complete, fast, and real-time industry solutions.

  • Integrated Decision Engine

    You have control over approval rule setup for each of your workflows and products - putting the power of fraud services and risk configuration at your fingertips.

  • Save time with Automation

    Automating tasks gives you the confidence that key items will be completed, always on time. From approval sequencing to automatic decisioning, all automated, faster, and with less human error.

  • ~4 min app completion

    We credit our record time application completion speed with your ability to customize your customer experience and the ease with which the application process is completed.

  • Increase conversion rate

    Our tight platform integration and branding makes this the most effective way to increase your new account opening as evidenced by some of our recent reviews.

  • Best Value

    Only Pay for Submitted Applications. Costs for supporting and developing account opening technology continues to climb. Maximize your investment in Account Opening and maintain an up-to-date user interface at a competitive cost.

Fully Custom.

Custom Layouts • Forms • Sequences • Integrations and More!

Whether you customize to your branding, or simply decide to run with our platform setup, you are always in control! Our team of creatives and consultants is also available to guide you along the way and get you online in record time.

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configure autonomously - without the dev time

We launched no-code solutions decades before the age of no-code.

FlexLogic®

Easily personalize the applicant's experience, make intelligent cross-sell offers, and customize decisioning and processing, all with the same technology.

Decision Engine

Customize specific fraud detection services to match your needs, and be able to adapt to market conditions quickly!

Products & Campaigns

Set multiple product offers, run campaigns, and customize product types - all with just a few clicks!

SMS & Email

Easily setup and customize email drip campaigns and text messaging notifications and communicate with your applicants the way they prefer!

...and many, many more!

Get to Know Us

Build Way Beyond Templates.

Everything your team needs from an account opening partner.

New Release

Get What You Want, When You Want it.

With multiple scheduled releases per year, our system only gets better with new and improved features, integrations, and much more based on the markets' ever-changing needs!

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Integrate seamlessly with 50+ industry-leading providers.

Direct-connect to our cores and LOS providers

...and many more!

Customer Testimonials

What some of our customers are saying...

Let's Get In Touch



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