Bank-Fintech

One Portal to Rule Them All: How One Bank Streamlined Onboarding

The article takes you through the process of how a bank streamlined its onboarding process across all business lines (retail, commercial, and wealth management).


Vikar is thrilled to share this recent article by Lisa Freeman entitled "One
Portal to Rule Them All: How One Bank Streamlined Onboarding" from The
Financial Brand describing the process in which Peapack-Gladstone Bank
eliminated KYC redundancy and fragmentation by partnering with Vikar.

The article takes you through the process of how Peapack streamlined its
onboarding process from days to minutes across all business lines (retail,
commercial, and wealth management) - with onboarding done entirely online,
in person, or a hybrid of both.

Click below to learn how Vikar's platform created efficiencies by gathering
KYC information upfront, eliminating redundancy, and enabling instant
access for future account openings in different business lines for
Peapack-Gladstone Bank.


To read the article from the Financial Brand, click HERE

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