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Products & Services

Online Account Opening & Funding

 
Want more information on this or any of our WIB Endorsed Programs? Click here to complete an online request form, or call Bill Zent, WIB vice president of member relations, at (858) 270-9404. 

 

Harland Financial Solutions serves as a strategic technology partner and business facilitator to more than 6,500 financial institutions of all sizes, supplying comprehensive software solutions and services that help increase institutional performance and drive profitability. Serving commercial banks, mortgage companies, credit unions and thrifts, Harland Financial Solutions' depth and breadth of products address not only the technology requirements, but also the functional business needs of financial institutions.

Offering IT solutions in both an in-house and service bureau environment, Harland is a leader in core systems, business intelligence, branch automation, payments, enterprise content management, lending & compliance, loan servicing, risk management, financial accounting, mortgage and self-service solutions.

Why Choose Harland Financial Solutions?

The financial services industry is extremely competitive and Americans are living in one of the most challenging times. As the economy continues to decline and default risks, banks are finding it harder to increase assets, or maintain profitability. Harland Financial Solutions helps institutions improve their position by leveraging the online channel to offer all of the services found in a branch. These solutions are completely configurable, scalable and customizable, giving institutions of all sizes the ability to reach out to untapped markets, increase customer satisfaction and improve cross-selling at the same time lowering cost of service delivery and customer acquisition.

Harland Financial Solutions' uBanking offering helps financial institutions provide services online, in branches and at call centers, from new account opening and funding to account-to-account money transfers, financial advice, benefits management, account aggregation, bill presentment and payment. Harland Financial Solutions' uBanking suite streamlines all channels so that customers can have the same enhanced banking experience in the branch, online or via call centers 24/7.

uOpen & uFund® - Online Account Opening and Funding Service

uOpen & uFund is an online account opening and funding solution with switch kit that automates the setup of new accounts (both deposit and loan accounts) with improved application completion rates, regulatory compliance, back office efficiencies and customer satisfaction. uOpen & uFund leverages the online channel to onboard new customers and increase deposits, providing brick and mortar services to customers - 24x7. uOpen & uFund is also available for the branch and call center to streamline the account opening process, reduce costs and increase back office efficiencies.

 

uTransfer® - Funds Transfer Service

uTransfer is an account-to-account funds transfer service that allows financial institutions to offer online money transfer capabilities to their customers, thereby offering new conveniences and creating new ways to generate ongoing transaction revenue. The uTransfer solution allows financial institutions to offer the online money movement service to their customers, to transfer money in a highly secure and reliable way. It is available either as a standalone service or as an integrated offering with the financial institution's online banking to simplify the user experience. Financial institutions get the highest level of security with multifactor authentication, including transaction level security and customer appropriate service levels.

 

uSwitch® - Online Switch Kit

uSwitch is an online switch kit making it easier for financial institution's customers to transfer all of their existing financial relationships -- deposit accounts, loan accounts, direct deposits, automatic payments and credit cards -- from other financial institutions over to your financial institution. This solution is offered in an integrated approach in the uOpen & uFund solution and as a standalone online solutions for existing customers to switch their financial relationships. It is also available as an integrated offering in the branch new account opening process to deepen relationships of new customers.

 

uView® - Account Aggregation Service

uBanking's Premium Account Aggregation is the most innovative financial technologies platform which allows customers to view and manage all of their financial and non-financial information on one convenient platform with access to comprehensive information aggregation data from thousands of sources and the ability to create new revenue opportunities.

WIB Member Benefit

  • WIB discounted tiered pricing

  • Harland Financial Solutions' representative assigned to WIB member banks to help each bank:

  1. Choose the most appropriate services and develop marketing programs to maximize deposits

  2. Coordinate service rollout with dedicated project management, training and ongoing support

  3. Included are quarterly reviews to evaluate performance and develop plans to maximize success for community banks

For More Information Contact:

Bill Zent
(858) 270-9404
bill@wib.org