Staff-Led Account Opening

Transform the in-person experience

Empower staff to open accounts for applicants effortlessly—any time, anywhere.

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An omnichannel solution designed for flexibility

Narmi enables in-person account opening that's modern, frictionless, and personal.

Capture applicants from anywhere

Convert applicants from anywhere with an on-the-go, tablet version of the experience.

Improve the call center experience

Leverage Staff-Led Account Opening to create a continuous experience for employees and a frictionless experience for applicants.

Connect with the community

Establish a strong presence in various community settings, from local cafes to sporting events, with the ability to open accounts from anywhere.

Give applicants a flexible experience

Give applicants the flexibility to start an application in the branch, but finish at home.

An account opening experience designed for both staff and applicants

Connect with applicants on their terms, with a tool that aligns with staff expectations.

Optimize staff efficiency

Manage everything in a unified experience.

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Build the foundation for lasting relationships

Provide an experience focused on the applicant, not the process.

Drive cross-sell with a personalized touch

Leave notes on the applicant at various stages throughout the process to encourage cross-sell.

Navigate authentic conversations

Initiate the application from various steps and seamlessly move around with a dynamic experience.

Flexible applicant funding options

Make it easy on the applicant with in-branch funding options of credit/debit card, ACH, or cash/check.

Let’s talk

See for yourself how Narmi can transform your financial institution.

Narmi Inc.
3 East 28th St. Floor 12
New York, NY 10016

Transform the in-person experience

An omnichannel solution designed for flexibility

An account opening experience designed for both staff and applicants

Optimize staff efficiency

All in the admin platform

Decisioning directly in the workflow

Branch and staff tracking made simple

Try it for yourself

Build the foundation for lasting relationships

Let’s talk

Direct Line

Transform the in-person experience

An omnichannel solution designed for flexibility

An account opening experience designed for both staff and applicants

Optimize staff efficiency

All in the admin platform

Decisioning directly in the workflow

Branch and staff tracking made simple

Try it for yourself

Build the foundation for lasting relationships

Let’s talk

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Direct Line