Whether in-branch or online, our clients seek solutions tailored to the needs and expectations of the modern consumer. We are a leading provider of in-branch and online consumer and business account opening solutions, serving banks, trusts and credit unions across Canada. Designed as the foundation for our account opening solutions, thirdstream's Identity Verification Platform can also stand alone to support emerging client fintech needs.
We bring together vendors and data sources to provide an ever-expanding multifactor remote verification solution, supporting online and inbranch interactions.
We bring together vendors and data sources to provide an ever-expanding multifactor remote verification solution, supporting online and inbranch interactions.
Services
Our Retail Onboarding module makes opening personal deposit accounts in-branch or online simple. Key integrations like eSignature, EFTs and automatic account switching mean zero errors, no paper and rapid customer engagement. It also organically boosts cross-sell and potential for a lifetime relationship.
Frictionless onboarding is essential for FIs that want to foster lifetime customer relationships. Legacy platforms make this challenging because while they may support internal processes, they don't meet the high digital expectations of today's consumer. As an account opening solution, it ticks every regulatory and consumer expectation box.
150,000 small businesses open in Canada every year and each of them needs a financial partner. That partnership begins with at account opening, but this often requires hours-if not days-of a customer's time. Not the best start to a business relationship. Our Commercial Deposits onboarding module changes everything.
Digitized onboarding into wealth management that's compliant, streamlined and very simple. Frequent updates to KYC, AML, FATCA and OFSI rules and investment suitability requirements make onboarding a client into wealth management challenging. New rules means new forms to complete and more data to capture, store, review and update.
Our Online Lending Module levels the playing field in a marketplace crowded with other players. Fully compliant and flexible, our API-driven technology integrates with a broad range of Loan Origination Systems (LOS) to offer real-time decisioning and funding that gets money into the hands of borrowers quickly and builds the kind of engagement that fuels sustainable growth.
Reviews (1)
GICdirect Financial Services
Jan 16, 2017
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