New Hampshire Mutual - Q2 Lending User Guide

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NH Mutual Bancorp

Q2 Lending User Guide

How do you take the friction out of the customer experience? Q2 Origination takes friction out of the customer experience by: •

Integrating with digital banking and eliminating re-keying of data for existing customers o

UUX SSO enables us to identify the existing customer and access additional customer details from the core banking system.

o

Q2 Origination pre-populates loan applications with data from the core banking system, reducing the amount of data entry required by the customer.

Proactively (and intelligently) cross-selling relevant products to existing customers via digital banking o

Q2 Origination integrates with Q2 SMART to target audiences with product offers and process and fulfill them straight-through.

o

We plan to – as a part of the Q2 Origination roadmap – contribute more origination and onboarding data to the SMART data store so that additional traits can be manufactured to create greater/more effective crosssell intelligence.

Proactively cross-selling relevant products during the application flow o

Q2 Origination positions relevant deposit and treasury product offers to applicants during the loan application process at appropriate times to increase the likelihood of conversion.

o

Q2 Origination re-uses data already entered to reduce redundant/repeated actions.

o

We plan to – as a part of the Q2 Origination roadmap – also enable loan cross-sell during business account opening.

10355 Pecan Park Boulevard | Austin, TX 78729 | Q2.com


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