Wednesday, June 29, 2022
12:00 – 1:00 pm (Eastern Time)
11:00 – 12:00 pm (Central Time)
10:00 – 11:00 am (Mountain Time)
9:00 – 10:00 am (Pacific Time)
Opening accounts online is not as easy as just pushing a button. The wrong platform could have an adverse effect on building new customer relationships if the system is too cumbersome. Regulatory expectations such as ESIGN, Bank Secrecy Act, privacy and adverse action must also be taken into consideration.
This session will help you navigate the online account opening landscape and provide useful tips to guide you on selecting the platform that is right for your institution and meets regulatory expectations.
- Understand the regulatory requirements to comply with for online account opening.
- Discuss what potential customers look for with online banking.
- Explore the online banking platform options available.
1.0 CPE Credits & 1.2 AAP Credits