EllenPhysician Assistant
About Ellen & Morgan- Age: 52 & 18
- Location: Madison, WI
- Homeowner: Yes
- Ellen’s Job: Physician Assistant
- Income: $110,000
- Ellen wants to open a new joint checking account with her daughter Morgan, who is heading off to college soon.
- FIS Digital One Account Open
EllenPhysician Assistant
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Ellen’s daughter Morgan is leaving for college soon. Ellen suggests they open a new joint checking account, so she can easily transfer money into the account to help with Morgan’s living expenses while she’s away. She goes to her bank's website to research accounts and selects a joint checking account with no minimum balance requirement.
Ellen is an existing customer of the bank and is thrilled to see that her personal information is already populated, making the process quick and painless.
She adds Morgan as the joint account holder but realizes she doesn’t have all of Morgan’s personal information on hand. She enters Morgan’s email, so she can input her own information.
Morgan receives an email invite for the joint account she and her mom discussed. Perfect timing. She’s on her break at work, so she grabs her driver’s license and completes the application.
Once Morgan has completed the application, Ellen takes out a check she’s had in her wallet for some time and scans it to fund the account.
In a matter of minutes, Ellen and Morgan have opened a new joint account that they can individually access through their own digital banking.
Morgan decides she’d also like to open a new savings account. She trusts her mom’s recommendation and decides to get fully established with the same bank.
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Fast Path
Existing customers benefit from the speed and convenience of their personal information being pre-populated, saving them valuable time.
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Invite Joint Signer
Many consumers abandon joint account applications because of data entry required on behalf of others. Digital One Account Open solves for this challenge by allowing consumers to “invite” another person to access the application to complete their own data
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Photo ID Scan
Allowing consumers to take a picture of the front and back of their photo ID enables the system to populate the application with the required information and verify its authenticity.
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Mobile Deposit
Consumers can quickly fund new accounts via mobile deposit, an account transfer and more.
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Digital One Account Open
Lower abandonment rates and grow deposits with fast, frictionless account opening.
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