New Account Opening
Eliminate costly errors
When account-opening documents – such as articles of incorporation or an IRS certification – are missing or inaccurate, it can stall or even cripple your compliance objectives.
The consequences are even worse if these mistakes aren't corrected before they become part of a document packet. In that case, they can impact your business on a number of levels, including customer satisfaction.
Lexmark's New Account Opening solution enables you to submit both structured and unstructured documents into your workflow easily – directly from smart multi-function products in the branch. Better yet, our distributed intelligent capture technology reviews each packet for completeness, identifying missing documents and signatures while a customer is still in the branch. Once the solution determines that an account-opening packet is complete, it automatically extracts, validates and indexes critical information – then routes it wherever it needs to go.
You can complete the entire process in minutes – without barcodes, templates, keywords or changes to your forms or back-office system.
Benefits of New Account Opening solution
- Print forms and marketing materials in vibrant colour for just a few pence per page
- Help you exceed customer expectations
- Automate all document input, data extraction, validation and routing
- Eliminate courier expenses, delays and lost documents
- Improve audit readiness and compliance