New Account Opening
New Account Opening powered by SmartDesk enables financial services companies to use Microsoft’s SharePoint platform to transform their new account processing operation into a highly efficient transaction. It starts by turning paper into digital information.

Scanners convert paper into data at a broker’s desk. Electronic data sources like credit scores merge seamlessly into a repository where information is instantly available at the click of a mouse. K2’s workflow engine intelligently automates distribution of work.

SmartDesk accelerates the decision-making process by presenting processors with just the right information at just the right time – contextually matching data and images for rapid decision-making. Requested information is automatically joined with pended files and moved to the top of the list. The entire process is visible, manageable and simple.