OpenAdvantage® is an automated account opening platform that enables financial services firms to increase operational efficiency, improve client services and reduce costs by providing a superior, personalized account
opening experience. With the ability to configure workflow, questionnaires, forms and business rules, OpenAdvantage delivers the power of a custom solution without the premium price.
OpenAdvantage can streamline the data gathering, form completion and the approval process through the use of a dynamic questionnaire which presents only relevant questions based on product and client profile. Automated data verification and calculated fields reduce errors and Not in Good Order (NIGO) scores. As well, data entry is minimized by the ability to import existing client data and suggested default values.