Consolidate client deposits and funds into
one central account
Many financial institutions lack a unified solution
that allows all stakeholders to readily view relevant
account documents and information—this is particularly
problematic and inefficient when it comes to complex
processes such as origination. Bankers often need to
access multiple systems to gather relevant data, which in
addition to being resource-intensive, prolongs processes.
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.
The result is reduced costs and improved risk mitigation
due to streamlined processes and integrations coupled
with increased sales, and improved productivity through
transparent dashboards and analytics.
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Deposit and Treasury Management Product
Origination Solution
SOLUTION BRIEF
Key Benefits
• 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 by
integrating with external systems
such as company registries or rating
agencies
• Mitigated risk: Capture the right
corporate and financial information to
support your fraud and risk mitigation
efforts
• Increased transparency: Provide
dashboards, status tracking, next
steps, and real-time notifications to
manage the process for the prospect
• Greater flexibility: Easily make
adjustments to your workflows when
regulations or processes change,
keep up-to-date with onboarding best
practices
