7 out of 10 corporate customers would consider switching banks for a better onboarding experience.
*Novantas
Reduce costs, free up sales teams and boost customer satisfaction with an integrated treasury management system.
OVERVIEW
Treasury management is one of the most complex operations in any bank, requiring several approval layers, lots of documentation, and detailed onboarding procedures involving multiple stakeholders.
Treasury Management Onboarding removes much of the complexity and cost from the traditional onboarding process, speeds service delivery (and, in turn, time-to-revenue), and frees sales teams to focus less on paperwork and more on improving the customer experience and generating revenue.
FEATURES & BENEFITS
Deliver a paperless onboarding experience without turning business upside down.
Improve your time to revenue up to 35%. Let your sales team focus on selling, not shuffling paper.
Provide self-service options that allow customers to add or modify services on their own.
Reduce manual audit, validation and follow-up efforts by 80% without adding personnel.
VIDEO
Paperless treasury management solutions increase the likelihood of repeat business by streamlining the onboarding process and providing self-service options that allow customers to add or modify services on their own. Similarly, they offer your customers visibility and a feedback loop to resolve issues, reducing phone calls and delays.
DOWNLOADS
FACTS
KEY BENEFITS
Keep your existing processes and forms, while maximizing revenue from treasury clients.
Electronically signed onboarding documents speed contract fulfillment and create a shared repository of data.
Easily route documents for approval and communicate implementation status on a cloud-based dashboard customers can access from computers or tablets.
Notify bank stakeholders of progress and at-risk deliverables.
HOW IT WORKS
MORE SOLUTIONS
Treasury Management Solutions
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TESTIMONIAL
The promise of a paperless treasury solution offering allows financial institutions like us to enhance the business customer’s experience by improving operational efficiencies related to treasury order fulfillment and expediting response time to inquiries.
Washington Trust Bank
By eliminating paper and streamlining onboarding, banks can accelerate time to revenue, improve staff productivity and make a lasting, positive impression with their treasury customers.
Yes, Deluxe offers paperless solutions for many areas inside the bank such as: new accounts, lending, wealth management, contracts, human resources and more.
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