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3.4.1
Zurich, Yokohama, Xanadu, Washington DC
Financial Services Personal Deposit Operations enables banks to complete work faster by automating and optimizing the common checking, savings, and certificate of 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.
- Streamline client account updates, standing order modifications, account origination, and closures with transparent and repeatable processes to save time and money.
- Streamline and automate common account requests to manage deposit services more quickly.
- Enable teams to verify and review requests in a Deposit Operations workspace without manually routing work across departments.
- Apply analytics and process optimization to continually improve and measure business performance.
- Build customer trust by providing consistent onboarding experiences.
- Changed
- Included additional translations to support localization for Q4.
Permissions and roles:
- System administrator (admin) role is needed for the installation