Fast-Track Business Deposit Account Intake with a Discovery Framework Template

Speed up business deposit account intake by guiding applicants through a prebuilt Omniscript-based intake journey for SMB (Small Medium Business) and commercial customers. Capture all party data, KYC (Know Your Customer), KYB (Know Your Business), regulatory, and financial details in a single intake process—eliminating manual, multi-source data collection.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Digital Lending.