Unqork eBooks

Solution Brief: Deposit and Treasury Management Product Origination Solution

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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. © 2020 Unqork. All Rights Reserved 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

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