Consumer and Business Deposits

Unlock a modern, unified solution for managing the account opening lifecycle that streamlines the entire process, from initial application to final account fulfillment with JHA OpenAnywhere. With support for consumer and business applications and account types ranging from checking and savings to money markets and tax-favored accounts like IRAs and HSAs, our Applicant Channel, Employee Channel, and Management Console work together to create a cohesive, configurable experience for gathering new deposit accounts online, in the branch, or over the phone.

Key features for deposits include:

• Intuitive Application Flow: The workflow is highly configurable, enabling banks and credit unions to present a tailored, guided experience for a single applicant or for multiple joint applicants.
• Full-Featured Employee Channel: Open accounts for new and existing consumers and businesses in a branch or over the phone using the same tools your account openers are familiar with on the consumer side.
• Intuitive Applicant Channel: New applicants can easily enter or scan business and personal details to meet Know Your Business (KYB) and Know Your Customer (KYC) requirements.
• Configurable Workflows: Configure rules-based workflows that create the applicant and employee experience you desire.
• Actionable Reporting: Discover where applicants are abandoning the process, see who’s stuck in limbo and send them a reminder to continue their application, or check out funding trends and more in our Management Console.

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