Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance your customer acquisition efforts, streamline expenses, minimize drop-off rates, and provide an exceptional customer experience by utilizing a scalable and user-friendly online account opening solution. This innovative portal-based system, which is constructed on a low-code digital automation platform, intuitively guides users through each step of the process. Your account opening interface should be smart and adaptive, enabling customers to start, pause, and finalize their applications across various channels while ensuring their data remains intact. Moreover, equip your staff with the tools to effectively upsell and cross-sell products tailored to the evolving needs of customers. This unified platform efficiently manages a wide range of products, including savings, checking, CDs, MMAs, IRAs, HSAs, and more, while also supporting both consumer and business accounts online. Additionally, the software can automatically pre-fill data from identification documents or existing customer records, further enhancing the user experience and efficiency. By leveraging such technology, organizations can foster stronger relationships with their clients and drive growth.

Description

Zafin provides a user-friendly configuration interface that enables banks to implement tailored products, offers, packages, and experiences without the need to modify the underlying code. Our comprehensive solution empowers product managers to craft and execute product, pricing, and offer strategies that are both responsive to market changes and focused on customer needs. The approach Zafin takes to reconfigure a bank’s technological framework is straightforward: it establishes a distinct layer, separate from the core system, dedicated to product and pricing. This seemingly simple strategy significantly enhances banks' capabilities to bring their offerings to market effectively. With Zafin’s interface, creating new configurations is a streamlined process that does not require IT involvement, allowing for quicker adaptations and adjustments to meet evolving demands. Ultimately, this innovation not only improves operational efficiency but also fosters a more agile banking environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Lendflow

Integrations

Lendflow

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Newgen Software

Founded

1992

Country

India

Website

newgensoft.com/solutions/industries/financial-institutions/digital-online-account-opening/

Vendor Details

Company Name

Zafin Labs

Founded

2002

Country

Canada

Website

zafin.com

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Alternatives

MeridianLink Opening Reviews

MeridianLink Opening

MeridianLink

Alternatives

CorePlus Reviews

CorePlus

Probanx Information Systems
NexJ CRM Reviews

NexJ CRM

NexJ Systems Inc.
Whizzapi Reviews

Whizzapi

Savangard