Third Party Account Access Workflow Template

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Overview: Third Party Account Access Workflow Template

This workflow template illustrates the processing and approval of allowing a third-party (accountant, financial planner) to access and make changes to a client's account. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Third Party Account Access process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Third Party Account Access

What is Third Party Account Access?

Third Party Account Access is a process that involves the processing and approval of allowing a third-party (accountant, financial planner) to access and make changes to a client's account. This process includes customer profile identification, information gathering on the reason for customer's call, recitation of the risks associated with non-owner account access and discussion with the customer over whether to allow or deny a third party to have access to the customer's account (may involve multiple call backs and explanations).


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

The following metrics are typically involved in the Third Party Account Access process:



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

The following parties are typically involved in the Third Party Account Access process:


  • Account Manager
  • Client Relationship Manager
  • Account Representative

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 document in PDF, Visio and PowerPoint 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

    Third Party Account Access

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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