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This workflow template illustrates the servicing and administration of customer profile information changes through the branch 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 Retail Branch: Account Information Update process.Download a Free Sample of this Workflow Template
What is included in the Retail Branch: Account Information Update process?
The Retail Branch: Account Information Update process involves the servicing and administration of customer profile information changes through the branch channel. This process includes customer walk-in and profile change request submission, initial customer authorization (personal information is provided, customer identity is confirmed or denied), categorization of request type (name change, address change), change request processing and verification. Ensure that the customer's signature is obtained and verified before the profile change is finalized.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Retail Branch: Account Information Update process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Retail Branch: Account Information Update process:
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.