Treasury Management Onboarding 

Industries Banking Treasury Management

Fast and Efficient Onboarding

Onboarding customers should be easy.  The faster you onboard, the faster your bottom line grows. But this not the case for most banks. Partner with Pyramid Solutions and automate your onboarding process for organic growth.

Business process Management professional Services
i

Data Collection

Parallel Processing

j

Electronic Signatures

Streamline Onboarding

Regardless if you define onboarding as welcoming a new client, adding products to an existing client’s profile or simply “maintaining” a client’s services, the onboarding process is complex.

Our Treasury Management Solution integrates with your existing CRM to streamline and accelerate the onboarding process, from the back-office to the retail office, for both employees and clients.

By leveraging enterprise content management methodologies, banks are able to process and maintain client information in a case structure. This case structure gives managers, users and executives across the enterprise visibility and insight into production information and onboarding timelines that many institutions lack.

Quickly identify KPIs to forecast workloads and project pipelines, identify bottlenecks, benchmark accuracy and timeliness of onboarding instances, and more.

Client Onboarding Software Intake Forms

Data Collection

Instead of requiring multiple paper forms for each product you have, leverage smart forms that pre-populate a client’s known information. This eliminates the need to capture information twice, reduces human errors, prevents pestering the client, and keeps your system up-to-date.

 

Parallel Processing 

Many systems perform tasks in a linear processing method. This means when you want to run a credit check, for example, you can’t complete step four unless you completed steps one through three, even if step four is independent of the preceding steps.

Our Treasury Management Solution performs tasks in parallel so users can complete tasks simultaneously, not step-by-step. By eliminating serial processing, clients can leverage their products sooner and you can start billing sooner.

Reporting for Treasury Management Software
E-Signatures for Treasury Management Onboarding

Electronic Signatures

Don’t let wet signatures slow the onboarding process. With our Treasury Management Solution, automatically generate documents and contracts with e-signature fields embedded directly in them.

Not only does this gives you customers the ability to quickly sign documents anywhere in the world, on any device, it enables you to focus on your customers, instead of chasing after signatures.

%

Reduction in document handling costs

Number of hours bank personnel gained back

Number of return customer visits and reworks that were eliminated

Featured Article

5 Pieces of Wisdom to Reduce Onboarding Abandonment 

Additional Features & Benefits

  • Cut days off your onboarding process
  • Gain greater client loyalty
  • Reduce turn-times
  • Increase maintenance revenues
e
  • Improve process visibility
  • Understand exact estimate to complete for each client
  • Reduce abandonment rates
  • 360° view of client data from a single interface
  • Integrated workflows and business rules
  • Cross-repository search capabilities
  • Split, merge, tag or bookmark documents
  • Built-in bookmarking viewer
  • Integrated/predefined dashboards
  • Pre-defined process templates

Additional Resources

Discover More

4 Banking & Finance Blockchain Use Cases

As a huge disruptor to the financial industry, traditional banks will need to join the blockchain movement to keep up with emerging digital competitors. Read on to see 4 of the major ways banks today are using blockchain to streamline processes.

read more

Five Things You Forgot About Client Onboarding

First impressions count, and unfortunately, 40% of consumers have been disappointed with their initial banking onboarding experience to the point where they abandon the process altogether. Banks have gotten complacent with their onboarding process. With so many changes in consumer behaviors, industry trends and technology offerings, it’s easy to put new client onboarding on the back burner.

read more

Five Ways Banks Screw Up Client Onboarding

First impressions count. That’s why the client onboarding process that banks provide has to be good. If a client has a bad experience with your bank while they’re trying to become a customer, what does that tell them about the rest of the experiences they’ll have? In a competitive market, banks have a lot to lose if their first impression isn’t an impressive one.

read more

Talk with one of our banking experts.