Deposit and Treasury Management Product Origination

Consolidate client deposits and funds into one central account.

Unqork’s Deposit and Treasury Management Product Origination Solution empowers banks to rapidly build and effectively manage a robust internal deposit and treasury management product onboarding platform. This platform allows financial institutions to efficiently manage all information gathering processes (including self service functionality), internal approvals, and operations associated with their client onboarding.

Improved client experience

Create self-service workflows to minimize your clients’ time on administrative tasks and back-and-forth emails

Reduced onboarding costs

Accelerate onboarding processes and minimize manual data entry via integrations with external systems

Mitigate risk

Capture the right corporate and financial information to support your fraud and risk mitigation efforts

“Impressive and powerful. It’s an extremely scalable, thoughtful and sophisticated yet simple-to-use piece of technology.”

Sarah Shenton, Goldman Sachs

Key Capabilities

Third-party functionality

Access functionality from Unqork tech partners such as Plaid, DocuSign, and Codat directly in the platform

Automated underwriting

Make automated decisions based on your unique business rules and escalate edge cases when necessary

Centralized UX

Centralize processes around account management, deposits, and funding through one solution

Dashboards and notifications

Streamline the onboarding process with notifications within the application, via email or texts, and build dashboards for your KPIs

No-code flexibility

Easily manage workflows based on evolving regulations or new requirements via a configurable visual-based UI.

See how no-code is helping banks go fully digital

Learn how innovative banks are remaining competitive in today’s fast-moving financial landscape.

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CUSTOMER STORY

National bank unifies client activities in 12 weeks

A national bank had a fragmented cash and treasury management system and wanted to elevate their client experience. The company sought to rapidly transform its processes and develop a solution that could seamlessly integrate with legacy systems and unify all of its client activities into one centralized location.

By leveraging Unqork’s Treasury Management Solution, the bank’s treasury and product teams were able to build a completely new platform that validated data, centralized client information, and created useful dashboards and reports for their team for enhanced visibility and productivity.

Moved from ideation to production in 12 weeks
Reduced operational risk with automated controls
Increased client onboarding engagement by 20%

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