thirdstream

thirdstream is located in Lethbridge, Canada on 105 8 St S. thirdstream is rated 5 out of 5 in the category software company in Canada. We are a software development and design agency 100% dedicated to onboarding in the financial services industry. We work with banks, credit unions, trust companies and financial institutions across North America to empower them with the best possible tools to gain clients, customers and members online. We also work closely with key strategic partners. These partnerships help us help our clients achieve their goals while ensuring full compliance with all FINTRAC, AML and KYC regulations. Our core platform is cumulus™, a feature-rich, end-to-end account opening solution. cumulus is a result of a deep and comprehensive understanding of what FIs need. It’s an innovative omni-channel Software as a Service (SaaS) platform that optimizes the ‘moment one’ experience both in-branch and online. This powerful onboarding engine addresses fundamental challenges, from the need to boost internal efficiencies to growth and bringing online mandates to fruition. It’s also fun to use, fully compliant, data-driven, bulls-eye accurate and always innovating to meet the needs of our clients and their customers. With the online module of our platform, a new account can be opened online from any device in less than 5 minutes. It’s 100% compliant with a totally paperless option. It extends our clients'​ reach and automated emails continue engagement beyond account opening for increased cross-sell. Our in-person module accommodates the opening of personal and business accounts in less than 20 minutes. It increases sales by up to 2 products per member, saves hundreds of thousands in operational costs per year and uses rich data to empower staff to engage and cross-sell. We also offer a broker module that allows FIs to capture the Client Name Broker Deposits in a fully integrated and seamless experience. All regulatory requirements are met in both face-to-face and non-face-to-face scenarios, further strengthening our clients'​ onboarding efforts.