| Transition Support
New Account Opening
Our New Account Opening (NAO) process within Unio, our proprietary, fully-integrated technology platform for subsidiaries financial professionals, improves efficiency and allows each financial professional to transition and open business faster. It includes electronic documents, e-signature, and mobile deposit functionality. The process uses a bundle wizard so a financial professional can personalize form combinations, which are Reg BI compliant. An online error checklist reduces the amount of back to reps and not-in-good-order (NIGO) submissions. It has a built-in document workflow processing and integrated notifications, so reviews automatically show up in the financial professional’s dashboard notifications. NAO has simplified user interfaces and uses pre-filled data for household accounts. Combined with inline error checks, customized templates, and integrated notifications, this solution leads to significant time savings and transparency.