New Account Opening

When account-opening documents – such as articles of incorporation or an IRS certification – are missing or inaccurate, it can stall or even cripple your compliance objectives.

The consequences are even worse if these mistakes aren't corrected before they become part of a document packet. In that case, they can impact your business on a number of levels, including customer satisfaction.

Lexmark's New Account Opening solution enables you to submit both structured and unstructured documents into your workflow easily – directly from smart multi-function products in the branch. Better yet, our distributed intelligent capture technology reviews each packet for completeness, identifying missing documents and signatures while a customer is still in the branch. Once the solution determines that an account-opening packet is complete, it automatically extracts, validates and indexes critical information – then routes it wherever it needs to go.

You can complete the entire process in minutes – without barcodes, templates, keywords or changes to your forms or back-office system.