Third Party Account Access
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.
Related KPIs : Average Handle Time (AHT), Contacts per Account, Customer Online Account Updates
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).
Download a Sample Third Party Account Access
Frequently Asked Questions
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