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3.3.1
Yokohama, Xanadu, Washington DC, Vancouver
Financial Services Business Deposit Operations helps banks complete work faster by automating and optimizing common deposit account requests.
With Deposit Operations, account updates, standing order modifications, account origination, and closures are systematically presented to the bank’s front, middle, and back offices.
- Save time and cost with transparent and repeatable processes for business and commercial account updates, standing order modifications, account origination, and closures.
- Manage deposit services faster by streamlining and automating the common account requests.
- With workspace, verify and review requests without having to manually route work across departments.
- Continually improve and measure internal business performance by applying analytics and process optimization.
- Fixed
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- Republish the playbook to fix the b2b relationship contributor not being able to access case after creation.
Permissions and roles:
- System administrator (admin) role is needed for the installation.