At a Glance

Client Deposit Onboarding

Client:   
Top 50 U.S. Bank
Industry:   
Banking
Business:   
Technology:   
B2P Expertise:   
Digital Banking

Top 50 U.S. Bank needed a digital New Account Onboarding experience as the current state model was unsustainable for their growth strategy.

Client:   
Top 50 U.S. Bank
Industry:   
Banking
Business:   
Technology:   
B2P Expertise:   
Digital Banking
Case Study

Client Deposit Onboarding

We don’t just talk business transformation - we deliver it. 

Client:   
Top 50 U.S. Bank
Industry:   
Banking
Business:   
Technology:   
B2P Expertise:   
Digital Banking
Client:   
Top 50 U.S. Bank
Industry:   
Banking
Business:   
Technology:   
B2P Expertise:   
Digital Banking

Client

Top 50 U.S. Bank

Industry

Banking

B2P Expertise

Digital Banking
Step One

objective

Top 50 U.S. Bank needed a digital New Account Onboarding experience as the current state model was unsustainable for their growth strategy.

Our Work

At A
Glance

Client:   
Top 50 U.S. Bank
Industry:   
Banking
Business:   
Technology:   
B2P Expertise:   
Digital Banking
What We Do

starting & executing frameworks to sustain continuous improvement for your business.

At Bridge2Partners, we understand that there is no such thing as a one-size-fits-all solution when it comes to creating real growth. With deep domain expertise across Strategy, Technology, Operations, Lending, Payments,Wealth Management, Client Onboarding, and Merger & Acquisition planning, our team has what it takes to create a custom solution with your business, and your goals, in mind.

Challenge

The bank had disparate systems and manual processes to onboard deposit clients

Goal

Design, develop and deploy a digital onboarding solution.

Fast and easy account opening, elimination of information rekeying, Account Agreement generation with eSignature, and automated population of data into legacy systems.

Strategy

The solution included opening new accounts with eSignature, orchestrated the supporting workflows to automate account agreements, assign account numbers, pre-fill of Beneficial Interest (CDD) requirements, automation of KYC data and straight-through-posting of new accounts onto the bank’s legacy core system via web service integrations.

Our Work

success

Successfully simplified interactions for clients and bankers by transforming the former analog, manual and paper-based to a digital experience that improved the entire journey and orchestrated the tasks enabling new accounts “Ready to Use”. The work resulted in significantly reduced account opening times, increased client satisfaction rates and eSign capability, transparency in account opening and trailing task statuses with real time reporting metrics.

What's Next?

Your B2P Expert

Kristine Simon

Managing Director