Account Creation
Fiserv Galaxy streamlines member information while providing the look and feel of a Web browser. Fiserv Galaxy is designed to streamline operations and capture as much of a member's financial portfolio as possible at a single setting. The "WEB browser" look of the system makes it user-friendly and easy to learn. |
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Features
- Account creation can occur for both new and existing members.
- The "shopping cart" approach is utilized in selecting and creating multiple records.
- The credit union can build packages based on defined accounts.
- The credit union defines those products that will appear in the account window.
- The system allows personalized forms and disclosures processing.
- The system includes a member nformation display for pertinent member information.
- A Share and Loan Inquiry Box is also included for easy determination of a member's current portfolio, allowing for cross-selling features.
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The system highlights each step in the creation process. Defaults can
be set to skip certain screens and is user-defined, allowing for a customized
approach. - The credit union can determine which groups of fields will be displayed for data entry.
- The system provides an optional use of Warnings and Comments section with an expiration date.
- The system walks staff through opening selected accounts and services.
- The credit union can choose from five optional screen colors schemes.

