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New Account Process News

New Account Process Overview

To ensure high levels of satisfaction during new account openings, a truly superior work process is needed. That's why Better Branches created its award-winning New Account Process (NAP).

NAP consists of four key steps outlined below. These steps provide the backbone of an engineered work process that creates a positive, memorable and operationally efficient customer experience.



Identify: Once a branch visitor is entered into the Better Lobby queue, service representatives are immediately informed of their purpose for visit. Better Identity confirms the customer's identity and credit worthiness and looks for appropriate cross-selling opportunities for presentation.

Consult: Better Consultation displays a screen that shows information related to the customer's visit. It provides a consultative framework that facilitates the discussion of customer needs, optional products, and potential solutions.

Fulfill: In this phase, automation is applied to the opening of new accounts and the creation of the required disclosures, letters, and starter checks. Optionally, documents may be digitally signed and sent to an archive.

Follow-up: After the customer leaves, NAP triggers the creation of a follow-up event in Better WorkGroups (or alternate CRM system).

Request more information and a Web conference schedule for our Management Overview presentation.

Learn more...
New Account Process Introduction
Component View of the New Account Process
New Account Process Costs
Read a news release about the New Account Process
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