ePort for Premier
A secure, 24x7 channel for collecting account information from customers over the Internet, ePort for Premier provides a quick, safe and accurate method for your organization to receive new account applications. You can also use ePort’s easy-to-use forms for many other services, including change-of-address notifications, Internet banking enrollments, direct deposit sign-ups, tax form requests, employment applications, banking surveys and more.
Grow Account Volume without Adding Staff
ePort features integration with our industry-leading account opening and process management solution, Business Process Manager for Premier. Information collected through ePort is sent directly to Business Process Manager, where a step-by-step workflow guides your customer service representatives through the account opening process. Employees spend less time on each account, enabling you to open more accounts without hiring additional staff.
Experience Virtual Processing
A hands-free engine, Virtual User for Premier further simplifies account opening by automatically responding to events based on your organization's business rules. This takes the CSR completely out of the process, freeing resources for other purposes. With ePort, Business Process Manager, Virtual User and the eSignature Interface, your customers can complete an application online, click to accept the form electronically and open their account almost instantly.
Send Convenient Notifications
ePort sends customers automatic confirmation of their completed application. You can customize these e-mails with information from the submitted form, including the online confirmation number, or include an attachment, such as a signature card or account brochure. For a professional image, send the e-mail as an HTML, incorporating graphics and custom layouts. Your staff also receives notification of an incoming application, speeding up response time and back-end processing.
Create User-Friendly Forms
Our expert branding services are available to create forms that mirror your website. A new process provides a wizard that guides your customers through each step. A status bar lets customers know where they are in the process, so they are not overwhelmed by lengthy applications.
View Detailed Reports
ePort’s flexible reporting tool generates specification and statistical reports. Detailed usage and performance information shows exactly how hard ePort is working for you.
Simplify Data Management
Data collected through any online form can be:
- Sent to a network drive or printer
- Archived within our electronic content management suite of products, Director for Premier
- Automatically written to an SQL database, where it can be sorted, searched, reformatted
and reported on
For more on ePort for Premier, contact Fiserv, Inc.
at 402-421-4207 or partner@fiserv.com.