Deposit Accounts
Digital account opening. Without the operational friction.
A bank-branded way to apply for checking and savings accounts, with ID upload built in and a structured application export.
1Account2Your Info3Joint4ID5Review
Choose Your Account
Open a new account in just a few minutes.
Checking AccountEveryday banking with easy access and flexible features.
Savings AccountGrow your savings with competitive rates.
Continue
Your Bank
Upload Your ID
Upload a photo of your ID.
Front of ID
Back of ID
Continue
1
Your Information
Enter basic details
2
Joint Applicant
Add co-applicant, if any
3
Identification
Upload your ID
4
Review & Submit
Complete and submit
01 · Guided Application
An easier way to apply.
A simple, intuitive application experience for checking and savings accounts. Collect the right information, with dynamic fields and real-time validation, tailored to your bank's requirements.
Bank-branded experienceYour logo, colors, and messaging across all devices.
Dynamic application flowsShow the right fields based on account type and policies.
Complete and accurate submissionsReduce errors and incomplete applications.
1Account Type
2Your Information
3Joint Applicant
4Identification
5Review & Submit
Your Information
Tell us about yourself.
Full Legal NameAlicia Roberts
Date of Birth03/14/1990
Social Security Number••• •• ••••
Address1234 Maple Street
CityAustin
StateTX
ZIP Code78704
Phone Number(512) 555-0198
Email Addressalicia.roberts@example.com
02 · Identification
Collect ID without slowing the application.
Applicants upload the front and back of their ID as part of the application, or afterward, and the upload status stays on the file.
Upload now or laterApplicants can add their ID during the application or finish it afterward.
Front and back of IDA clear upload step for each side of the ID.
Encrypted and secureEncrypted in transit and at rest.
Your Bank
Upload Your ID
Upload a photo of your ID.
Front of ID
Back of ID
Continue
Front of IDUploaded
Back of IDUploaded
Your information stays secure.Identification is encrypted in transit and at rest.
03 · From Application to Account Opening
A clean handoff to your existing systems.
Completed applications are structured and exported for your existing systems, so your team isn't re-keying what the customer already entered.
Completed Application
Applicant information
Joint applicant (if any)
Identification uploaded
Account details
ConnectFI
Validate entries
Structure application data
Export for handoff
Your Systems
Application data
Joint applicant details
Account details
Ready for review by your team