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3.3.1
Yokohama, Xanadu, Washington DC, Vancouver
Financial Services Treasury Operations enables financial institutions to onboard and perform due diligence of treasury services. Conditional forms and workflow streamline agents’ work during the application creation, review, and approval stages, eliminating vulnerabilities related to missing information, human error, and delay.
- Flexible and easily extendable data model to support Treasury Services.
- Centrally managed data and document storage, accessible to all teams.
- Single interface displaying set of subscribed treasury products.
- Intelligent workflows that route tasks automatically, including the ability to split cases across teams.
- Playbook for RDC and Wire Transfer product onboarding.
- Single system of action across the enterprise enabling visibility to status and timing.
- Integrations with DocuSign and Adobe.
- 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.