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#646351 - 12/04/06 03:09 PM who do you use for acct opening procedures?
Trees Offline
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Joined: Apr 2005
Posts: 4,013
We are looking at third party service providers that can be used for account opening on the internet. (I can't wait- who needs Christmas when you have that to look forward to, right?)). For example, are you using them for CIP, credit info, etc. or just a part of these steps? Are you using Intuit? You can PM me if you would prefer. Thanks

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eBanking / Technology
#647286 - 12/05/06 07:04 PM Re: who do you use for acct opening procedures? Trees
Andy_Z Offline
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Andy_Z
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Private Messages would be best as we'd rather not have vendor discussions here. Nor would we want any discussion on actual procedures, what software works and where the holes are. That isn't the type of info to present to the public.

I am just stating this as a point of caution. Thanks.
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AndyZ CRCM
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#647948 - 12/06/06 07:15 PM Re: who do you use for acct opening procedures? Andy_Z
Trees Offline
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Joined: Apr 2005
Posts: 4,013
Thanks Andy. Good points.

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#647949 - 12/06/06 07:15 PM Re: who do you use for acct opening procedures? Andy_Z
Trees Offline
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Joined: Apr 2005
Posts: 4,013
Thanks Andy. Good points.

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