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Account opening & funding transactions management solution

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Account opening & funding transactions management solution
XpressAccounts? XpressAccounts is a cloud-based account opening and transaction management solution designed to help financial institutions streamline processes related to identity verification, Office of Foreign Assets Control (OFAC) checks, account creation, and more. The platform enables lets applicants to submit deposit account applications and electronically sign documents through a unified portal.

XpressAccounts allows businesses to manage credit reporting, ID screening, account funding, documentation, and cross-selling for various products including saving accounts, loans, insurance, and certificates of deposits. The application assists enterprises with creating custom application pipelines to handle new applicants, account upgrades, and additional account requests for existing members. Administrators can also send status update notifications, welcome letters and emails to customers.

XpressAccounts lets managers automate the entire applicant validation procedure, from ID authentication to fetching soft credit reports, facilitating decision-making across the pipeline. Plus, it supports integration with various third-party systems, such as home banking, BSA monitoring, online switch kits, LoansPQ, LendingQB, XpressCollect, and more.


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