Skip to Content

Tag Archives: branch

Big Ideas for Branch Banking from the WIB Education Summit & Expo

At the 2014 Education Summit and Expo of the Western Independent Bankers Association, we heard some spirited discussion about the future of branch banking. Clearly, branch banking is changing. Branch traffic is down. Fewer customers consider the branch their first-choice channel for interacting with their institution. Customers are performing more transactions, such as depositing checks […]

Connecting Branches to Back Offices for New-Account CIP Processing

We’re pleased today to¬†announce the availability of Accelerated Insight 2.0, the latest version of our real-time account-screening and identity verification service for financial institutions. A major new component of AI 2.0 is an optional extension we’re calling AI Workbench. This extension provides a live data feed of account-screening data from branches to the back office. […]

Customer Onboarding Still Needs Improvement

Banks have invested millions of dollars in branch IT and training, but all too often the customer onboarding process remains frustrating and error-prone. Take the example of a friend of ours who recently opened an account with a major U.S. bank. She visited a local branch to open a checking account. The branch staff were […]