Banks can automate the new account process for consumer and commercial accounts by integrating our Windows-based software with Cardinal/400™. Cardinal Software provides a record-level interface to retrieve CIS data from Cardinal/400™. This download is used to pre-fill data on customer input screens within our new accounts software so CSR’s can open new accounts in three minutes or less, affording them more time to cross sell additional bank products and services. Once the new account is opened, our platform software provides a complete upload of the new account to the Cardinal/400™ system, eliminating repetitive, error-prone data entry and greatly enhancing overall productivity.

Access suggested cross sale opportunities Track customer referrals and employee incentives/bonuses Make product comparisons Utilize Microsoft PowerPoint sales presentations to enhance product image Access on-line "Policies and Procedures" Calculate interest rates for different compounding terms, based upon the APY Compare present/future values, and compute IRA retirement growth Use e-forms for standardization and efficiency - provided in partnership with Wolters Kluwer Financial Services (Bankers Systems)