Internet Banking: New Accounts Workflow Template

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Overview: Internet Banking: New Accounts Workflow Template

This workflow template illustrates the customer account enrollment, underwriting and approval for new accounts 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: New Accounts process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Internet Banking: New Accounts

What is included in the Internet Banking: New Accounts process?

The Internet Banking: New Accounts process involves customer account enrollment, underwriting and approval for new accounts through the internet banking channel. This process includes initial customer self-enrollment (log into the website, select product, validate information, receive a request denial if unqualified for the account, fund the account, open account), customer account risk assessment (a post-account opening review is performed if the customer is found to be risky) and final customer account approval.


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

The following metrics may be used to measure the Internet Banking: New Accounts process:


  • 1.Customer Online Account Updates
  • 2.Enrolled Online Banking Users as a Percentage of Checking Accounts
  • 3.Percentage of Online Account Applications Rejected

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

The following parties are typically involved in the Internet Banking: New Accounts process:


  • Customer
  • Electronic Banking Specialist
  • Underwriter

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: New Accounts

    - 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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