Membership Origination

Leaders in the financial services sector will tell you that one of the most critical stages in any relationship process is, right at the start – at account opening. Far too often though, this is one of the most frustrating and time consuming aspects of the process from both a customer/member, and technology perspective. Harmony Member Origination was built to meet, and beat, these challenges.  

Harmony Member Origination - Open a full membership in less than 5 minutes

• For retail and commercial applications
• Retrieves third party data
• Creates domestic and foreign accounts
• Calculates and assigns overdraft protection limits
• Sets up member cards, internet, and telephone banking
• Integrates with CRM systems
• Creates new member documents 

All Harmony Products Offer

• Out of the box usability
• Seamless integration with any banking system
• A natural, intuitive, and super-easy to use experience
• Simplified collection and retrieval of information
• Verified data accuracy
• Elimination of data duplication
• Saves applications in your preferred data store
• Zero duplication of business rules
• Greater POS focus, and additional sales & relationship time
• Opportunities to reduce FTE compliments without compromising productivity
• Low maintenance costs
• Surprising affordability