Add Joint
Simplify Account Management with Self-Service Joint Owner Updates
IMSI’s Add Joint solution provides a fully integrated, self-service option that allows members to easily update joint account ownership directly through online banking.
By eliminating the need for staff intervention on routine account maintenance tasks, your credit union can streamline operations, reduce workload, and improve the member experience—all while maintaining full integration with Corelation’s KeyStone core.
Benefits of Add Joint
Benefits of Add Joint
- Enhance member satisfaction with a fast, hassle-free self-service option.
- Reduce staff workload by eliminating manual account updates.
- Improve efficiency by automating joint owner additions and removals.
- Support family and life changes with an accessible, user-friendly solution.
- Ensure seamless core integration with real-time updates in KeyStone.
Key Features
Online Banking Integration
Members can update joint owners from any device.
Seamless Core System Updates
Automatically writes changes to KeyStone.
Secure Authorization & Validation
Ensures accuracy and prevents unauthorized updates.
User-Friendly Interface
Simple, guided process for adding or removing a joint owner.
Reduces In-Person Branch Visits
Increases convenience for both members and staff.
A Smarter Way to Manage Joint Account Updates
Whether members are newlyweds, parents, or managing shared finances, Add Joint provides a quick, secure, and convenient way to update account ownership—without unnecessary friction.
Schedule a Demo Today to see how Add Joint can improve your credit union’s account maintenance process.
