Zelus Account Opening Assessment

Uncover hidden inefficiencies in your account opening process—and see how SNAP helps fix them using the tools you already own.

5-Minute

Account Opening

Assessment

Diagnose your account opening workflow in under 5 minutes

Over the past year, we've reviewed hundreds of account opening processes across community banks. What we've found: it's not the people, training, or even your core - it's the system design that's slowing everything down.

What You’ll Get From This Audit:

✅ A workflow inefficiency score

✅ Insights into back-office bottlenecks

✅ Actionable steps based on how top-performing banks use SNAP

Complete this short assessment to uncover hidden inefficiencies and compare your results to high-performing banks using SNAP

Our Account opening process

At Zelus, we've assessed hundreds of branches using a proven, expert-developed process to identify and resolve account opening inefficiencies. Our Account Opening Assessment delivers actionable insights based on real data—showing how Zelus pinpoints weaknesses and helps you implement long-term fixes with the systems you already have.

Step 1: Assess Current Process

If your tool stack is preventing your employees from focusing on customers, you're leaving your organization at risk for churn. We'll assess your current process and give you immediate visibility into potential roadblocks.

Step 2: Collect Account Opening Data

Wondering what's happening in your branches? We'll gather data and show you exactly where your account opening process stands and how it compares to other community banks using Jack Henry cores.

Step 3: Identify Inefficiencies & Fixes

Efficiency gaps can go unnoticed until it's too late. We analyze your data to uncover both minor and major issues, providing clear recommendations to prioritize high-risk fixes and ongoing improvements.

About Zelus and SNAP

Zelus is a technology firm with a consultative approach, helping community and regional banks return to first principles—putting people before processes. We design systems that empower frontline employees to lead with confidence, rather than be led by clunky workflows.

Our flagship product, SNAP (Simple New Account Platform), streamlines the in-branch account opening and maintenance experience. From consumer to business accounts—and everything in between—SNAP helps banks modernize operations, reduce training time, and deliver the personal service customers expect.