Increase Efficiency
Reduce time-to-completion with streamlined processes and automated workflows.
Relationship-Driven Digital Origination
Empower relationship managers and delight customers with seamless, collaborative digital origination flows.
- Streamline financial product origination
- Reduce application abandonment
- Increase approval rates
Transform Your Origination Process
Streamline Applications
Guide customers with intuitive, mobile-friendly forms that reduce errors and speed up completion.
Collaborate in Real-Time
Empower RMs to assist customers at every stage with direct communication and co-browsing.
Accelerate Completion
Integrate e-signatures and automate document workflows to open accounts faster.
Modyo Origination Benefits
Why Choose Modyo Origination?
Improve Conversions
Minimize application abandonment through real-time collaboration and personalized support.
Enhance Customer Satisfaction
Create a seamless and engaging origination experience that fosters trust and loyalty.
Empower Relationship Managers
Equip your RMs with the tools and insights they need to effectively guide customers.
Reduce Costs
Optimize resource allocation and minimize manual effort with automated processes.
Deploy Quickly
Launch new origination flows rapidly with our low-code platform and pre-built components.
Features
Modyo Origination Key Features
Empower relationship managers, streamline workflows, and delight customers with a seamless digital origination experience.
Real-time Collaboration
RMs can see exactly what the client sees and provide immediate support.
Centralized Messaging
A unified, transparent communication system between customers, RMs, and all stakeholders involved.
Streamlined Documentation
Easy document management and integrated e-signature functionality.
Flexible Process Architecture
Low-code builder allows for customization and rapid deployment.
Multi-Realm Architecture
Support different business units or product lines within a single cloud instance.
APIs & Webhooks
Integrate Modyo Origination with your existing core systems, CRM, and other critical tools.
Why Financial Institutions Choose Modyo
Critical Digital Channel Management
Modyo is trusted by global financial institutions to power critical digital channels.
Learn More
Enterprise-Grade Security
Modyo is committed to security prioritization and protection of valuable client data.
Learn MoreLaunch and Optimize in 3 Easy Steps
Design Your Workflow
Use our drag-and-drop interface to build your ideal origination process.
Integrate Systems
Connect seamlessly with your core banking system and CRM tools.
Monitor & Optimize
Track key metrics and gain insights to improve your origination flows.
Frequently Asked Questions
Modyo Origination stands out from the competition in several key ways:
- Relationship-Centric Approach:
Unlike solutions that focus solely on automation, Modyo Origination puts relationship managers at the center of the process, empowering them to build stronger connections with customers and guide them through the journey.
- Low-Code Flexibility:
Our platform offers a unique combination of pre-built components and a low-code builder, allowing you to tailor origination flows to your specific needs and rapidly deploy new products and services.
- Transparency and Collaboration:
Modyo Origination provides real-time visibility and communication tools for all stakeholders, ensuring a seamless and collaborative experience for customers, relationship managers, and operations teams.
- Focus on Customer Experience:
We prioritize creating engaging and intuitive customer journeys that minimize friction and maximize satisfaction.
- Deep Integration Capabilities:
Modyo Origination seamlessly integrates with your existing core banking systems, CRM, and document management tools, ensuring a smooth and efficient workflow.
Modyo Origination offers a high degree of customization through its low-code builder. You can:
- Design unique workflows:
Tailor the origination process to match your specific products, customer segments, and risk profiles.
- Configure data collection:
Capture the precise information you need at each stage of the process.
- Integrate with third-party services:
Connect with identity verification providers, e-signature solutions, and other tools to enhance functionality.
- Brand the customer experience:
Maintain a consistent brand identity across all touchpoints.
- Create custom dashboards and reports:
Gain insights into key metrics and track performance.
Yes, Modyo Origination is designed to integrate seamlessly with your existing technology infrastructure. We offer:
- Modyo Connect:
Our fully managed infrastructure service offers API gateway management for connecting with your core banking system, CRM, and other critical applications.
- Pre-built connectors:
Integrate with popular third-party solutions for identity verification, e-signature, and more.
- Flexible deployment options:
Deploy Modyo Origination in the cloud, on-premise, or in a hybrid environment.
We provide comprehensive support to ensure your success with Modyo Origination:
- Implementation assistance:
Unlike solutions that focus solely on automation, Modyo Origination puts relationship managers at the center of the process, empowering them to build stronger connections with customers and guide them through the journey.
- Technical support:
Access expert help via our Modyo Experts and dedicated support channel resources.
- Documentation and training:
We offer comprehensive resources, developer communities, and Learning Paths to help you get the most out of the platform.
- Customer success management:
Modyo offers dedicated client management personnel to help you achieve your business goals.
Ready to Transform Your Origination Process?
Start converting more applicants and building stronger customer relationships today.
Request a Demo