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Commercial Client Onboarding

Efficient Setup Saves Money, Time and Customers
Entering a new corporate customer’s profile information has to be an efficient, error-free process. When it’s not, your institution wastes money and employee time. You might even jeopardize customer relationships. Consider the onboarding experience as a new customer’s first impression of your bank.

Commercial OnBoarding ACH
Commercial OnBoarding™ ACH from Fiserv makes entering new corporate customer information a one-time process for your institution. A single point of data entry for common customer information is efficient for both the bank and the customer. And, it reduces the number of input errors, thereby improving customer satisfaction.

Benefits of Commercial OnBoarding ACH include:

  • An intuitive interface wizard for easy navigation throughout the set-up process
  • Role-based access for security and effective allocation of human resources
  • Dual approval of operator-entered data for accurate input
  • Seamless integration with your cash management system and external payments systems

Simplified ACH Onboarding
Commercial OnBoarding ACH simplifies your ACH set-up process by eliminating the need to re-key customer profile data. Customer File, Batch and Account setup are all in one location.

Other benefits include:

  • Centralized data entry for clearer control over operational and credit risk
  • Integration with PEP+® onboarding automates many time-consuming tasks
  • Test-to-production promotion functionality enables validation of new customer data

For more information about Commercial OnBoarding ACH, contact us at 888.746.3448 or Request More Information.

Download Commercial OnBoarding ACH Brochure

 

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