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Account Enrollment

Unleashing profitable and engaging customer relationships

Every new account offers a fresh and potentially profitable customer relationship. So it’s critical that account opening processes are efficient and accurate and that they meet, or even exceed, customer expectations. Whether a customer opens an account at a branch office, by phone, or online, Adobe and 4Point solutions make data capture and processing quick and accurate.

Benefits

Create and deliver personalized customer interactions that inspire commitment.
Improve internal operational efficiencies by replacing slow and expensive paper-based workflows with automated online processes.
Eliminate the repeated manual data entry tasks that lead to increased delays, costs, and errors.
Leverage digital signatures to provide identity authentication, validation, and access controls.
Satisfy compliance requirements, such as transaction reporting and archiving.

Solution Accelerators

Improve account enrollment while driving consistency and efficiency across channels and products. With Adobe LiveCycle ES and the Account Enrollment Solution Accelerator, you can minimize repeated data entry, streamline account processing and setup, and deliver tailored information to customers with ease. Learn More

866.485.2999 (sales)
877.469.3627 (support)

Banking Solution Portfolio (PDF)
Charter One Bank - 2006 MAX Achievement Award (webinar)
Streamlined Account Opening Solution Brief (PDF, 765 KB)
Corporate Brochure (PDF)
Services Brochure (PDF)

About 4Point (HTML)
Customer Showcase (HTML)