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Data for New Account Onboarding

Question: 
What data are typically required for new account onboarding?
Answer: 

Data requirements vary depending on the bank's internal procedures and the type of account that is being onboarded. Deposit onboarding, for example, might include entering the type of account, statement cycle, name(s) of account owner, interest rate, and any associated service charges.

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Read more about new account onboarding.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 01/23/2022

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