Client onboarding paperwork
Account opening documents prepared and checked
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the client record and the product selections
Prepares the account opening package from the client's details and the products chosen
Fills and checks the forms against the requirements
Checks the returned forms for missing signatures, mismatched names and incomplete suitability answers
Routes the package and tracks it to completion
Tracks each package to account activation and chases the outstanding items
Works in
Salesforce, Box, ServiceNow
Salesforce, Box, ServiceNowWhat it does
- Prepares the account opening package from the client's details and the products chosen
- Checks the returned forms for missing signatures, mismatched names and incomplete suitability answers
- Tracks each package to account activation and chases the outstanding items
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.