Instantly Link External Accounts
Plaid Add External Account wanted their members to immediately fund their new accounts from an external account after opening the new account online.
Custom Loan Application
Open Minor Accounts Online
Take advantage of the large market demand for kid and teen accounts. Increase your customer base, loyalty, and account usage with an easy online opening solution for minor accounts.
When your customers want to open an account for their child, requiring them to visit a branch with their child is often too inconvenient.
We can integrate a document eSignature provider (such as DocuSign) with Q2 online banking. This significantly reduces friction by allowing your customers to e-sign documents within any online banking flow.
For example, if you offer a loan application that requires an electronic signature, the applicant can e-sign the document without leaving the online application flow.