Account Opening Data/Process - Banking - First Timer

Altski24
Kilo Contributor

‎08-20-2025 11:03 AM

Looking to potentially start brining in Account Opening Data/Process ( Currently using system called DASH) from retail bank branches. Has anyone done this before? Any samples of what you made for a deposit form? Tables ETC?

 

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Mark Manders
Tera Patron

‎08-21-2025 12:36 AM

Have you checked NowCreate for any examples related to the Banking industry?

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Altski24
Kilo Contributor

‎08-21-2025 07:06 AM

Hey Mark - I checked it out - I saw a lot of FSO however nothing specifically with Account Opening ( I am a customer -> I walk into the bank to open a new account -> all there data is getting inputting into ServiceNow -> now we are cooking with gas ). 

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