Internet Banking: Account Information Update Workflow Template

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Overview: Internet Banking: Account Information Update Workflow Template

This workflow template illustrates the processing of self-administrated customer information updates through the internet banking channel. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Internet Banking: Account Information Update process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Internet Banking: Account Information Update

What is included in the Internet Banking: Account Information Update process?

The Internet Banking: Account Information Update process involves the processing of self-administrated customer information updates through the internet banking channel. This process includes online banking profile log in and customer led profile information change (once the correct options have been chosen and the information updated, ensure that all the information is correct). Should the account information update require additional processing, a customer service representative will review and verify the request before updating the customer profile and notifying the customer.


Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Internet Banking: Account Information Update process:


  • 1.Customer Online Account Updates
  • 2.Cycle Time: Online Account Information Update
  • 3.Enrolled Online Banking Users as a Percentage of Checking Accounts

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Internet Banking: Account Information Update process:


  • Customer
  • Customer Service Representative
  • Electronic Banking Specialist

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.


How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.


How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template

    $15

    Internet Banking: Account Information Update

    - Instantly download files
    - Includes PDF and VSD file formats
    - Customize the Visio version
    - Mapped in BPMN 2.0 format

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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