thirdstream
HQ Address
105 8 Street South , Lethbridge, Alberta T1J 2J4, Canada
Website Address
Business introduction
The onboarding innovators
We're Canada's leading onboarding company for the financial services industry. Our API strategy blends the very best technology with traditional core systems to provide FIs with a truly omni-channel onboarding solution
As Canada’s leading provider of onboarding software for the financial services industry, we dedicate all of our resources, brain power and creativity to transforming account origination and loan auto-decisioning into a seamless, digital and incredibly simple customer experience.
Our platform – cumulus – fully digitizes the onboarding process. It’s 100% compliant to all banking regulations and can be easily configured to an FI’s brand, voice and products. cumulus is completely paperless, with e-signatures, electronic account funding and automatic account switching. It also offers banking integration and a module stack that includes retail, commercial and wealth management deposits as well as online lending. These stacks work independently or together and can be deployed in as little as four weeks.
cumulus also makes customers happy by offering an incredibly easy and fully digital account opening experience that endears them to an FI’s brand.
thirdstream Solutions
Agency Onboarding
Frequent updates to KYC, AML, FATCA and OFSI rules and investment suitability requirements make onboarding a client into wealth management challenging. New rules means new forms to complete and more data to capture, store, review and update. Multiple data entry requirements lead to errors, which create more work and embarrassing follow-up......
business needs
view solutionRetail Onboarding
Frictionless onboarding is essential for FIs that want to foster lifetime customer relationships. Legacy platforms make this challenging because while they may support internal processes, they don’t meet the high digital expectations of today’s consumer. Successful onboarding requires a nimble platform that will: offer the streamlined, digital experiences that customers want and......
