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uOpen & uFund® - Online Account Opening and Online Funding
The uMonitor Online Account Opening and Funding service makes it simple and safe for financial institutions to offer direct banking services. This service provides an end-to-end solution with full workflow automation to open accounts in real time. With a fully configurable and customizable web user interface, user experience is delightful and results are outstanding. uMonitor makes it easy to setup new accounts (both deposit and loan accounts), complete USA Patriot Act required identity verification, perform credit checks and fund an account online. This solution also enables financial institutions to optimize cross-selling and up-selling opportunities, making them their customers’ primary financial institution. The uMonitor Management Console and Branch Console takes this service to the next level of sophistication.
uTransfer® - Funds Transfer Service
uMonitor’s Funds Transfer Service allows financial institutions to offer online money transfer capabilities to their customers, thereby offering new conveniences and creating new ways to generate transaction revenue.
uSwitch® - Online Switch Kit
uMonitor’s online switch kit makes it simple for customers to transfer all of their existing financial relationships from other financial institutions over to your financial institution. This service can be fully integrated in the uOpen & uFund® service, the branch new account opening process, as well as may be used as a stand alone service for existing customers to use as and when they wish to transfer accounts. It can be used to switch deposit accounts, loan accounts, automatic payment arrangements or direct deposits, such as payroll, to your institution.
uView® - Premium Account Aggregation
uMonitor’s Premium Account Aggregation is the most innovative financial technologies platform which provides the most comprehensive information aggregation from thousands of sources and allows the creation of new revenue opportunities.
uAdvise® - Advisor Services
uAdvise® provides a private portal with web based Customer Relationship Management (CRM) tools to financial professionals to enhance client services and improve productivity.
uPlan® - Benefits Plan Manager
The Benefits Plan Manager enables financial institutions to help employers manage benefits accounts, such as Health Savings Account (HSA), from account setup to ongoing funding and administration of the benefits plans. The service provides a unique employer portal for the plan administrator, employers and employees.
uPresent® - Bill Presentment and Payment
uMonitor offers next generation bill management service that lets you review your bills online, and make your payment in biller-direct mode or through a third party payment processor. This uMonitor solution can be offered with other modules like uView® or can be integrated with your existing bill payment solutions to offer bill presentment and biller-direct payment services.
uVerify® - Entire Customer Base Verification
uVerify® is the identity verification service for ongoing monitoring and verification of your customer information to ensure Patriot Act compliance, including OFAC check and address verification, of your entire customer base. It has the unique ability to make address corrections and generate notices.
uDocument® - Document Management System (DMS)
This Document Management System, fully integrated with uAdvise®, is part of our relationship management service. It enables financial institutions and financial professionals to conveniently and securely manage and exchange documents with their clients.
Professional Services
uMonitor professional services assist you in creating customized solutions for your unique financial institution needs. Our team provides software development, system integration, and skills augmentation to get the most out of your technology investment.
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