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Springboard

Springboard DAO In-branch Experience

     SpringboardThis topic is related to Springboard.   |     Form Builder |    23.10This feature was updated in 23.10     Retail DAO 4.1This feature was updated in Retail DAO 4.1.      SMB DAO 1.4This feature was updated in SMB DAO 1.4.

The standard Springboard US Retail DAO and SMB DAO solutions support an in-branch experience allowing new customers to open a new account while sitting with a relationship manager at the Financial Institution. The In-branch Experience has the same workflow components as a self-service workflow.

There are two experiences with the in-branch workflow. With the first experience, the relationship manager initiates the application and hands off to the customer to complete on their own device at their convenience. With the second experience, the relationship manager initiates a session with the customer that allows the customer to acknowledge and accept the various disclosures while sitting across the desk from the relationship manager.

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Collecting wet signatures on disclosures or other documents requires custom development. It is not part of the standard Springboard in-branch workflow.

Feature Self-service In-branch Customization
Product selector with shopping cart (retail DAO and Lending only) check check  
Product catalog check check  
Status message content check check  
KYC questions check check  
Credit Union eligibility check check  
Application prefill with Prove check check  
Application prefill with Mitek check Not recommended  
Joint applications (Retail DAO) check check  
Device fraud check check    
IDA/IDV check check  
Auto approve new account check check  
New deposit account funding via EFT check    
New deposit account funding via debit or credit card check    
New deposit account funding via internal transfer (existing customers only) check    
Mail a check / visit a branch funding check    
Status emails check check  
Back-office support in Workspaces (except Lending) check    
Save and resume check    
Hand-off to customer   check  
Share session with customer   check  
Document wet signatures     check
DocuSign     check
Additional pages     check
Changing order of pages     check
Changing page logic or business rules     check
Alternative vendors for prefill, IDA/IDV, card processing, EFT account verification     check
Altering page content or layout     check

Next, learn about SFTP delivery of submitted applications.