Empower your customers to manage opening, renewing, and cashing out their own Certificates of Deposit with a few clicks in online banking.
- Increase deposits
- Increase customer loyalty with convenient online self-service options
- Decrease branch and call center staffing costs
Promote your attractive CD rates
Advertise your best CD rates with prominent banners.
Clickable banners initiate the seamless flow to open new certificates in real-time.
Open new CDs in a few easy steps
No need to SSO to a 3rd party website in a new browser, or enter already known data such as customer address, phone number, email, etc.
Enable your customers to open a new CD directly from their online portal in a few easy steps:
- Select from current terms and rates
- Select the funding account
- Specify funding amount
- Review and submit
Enable users to renew or close their own CDs
During the maturity grace period, allow your customers to manage their CD with a few clicks:
Renew
Select new term and rate from the current offerings
Cash out
Specify which account will receive the funds from the closed CD.
We can also provide an option to send a cashier’s check of the closed CD funds