Commercial Account Onboarding
This workflow template illustrates the opening and enrollment of new commercial banking accounts. 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 Commercial Account Onboarding process.
Related KPIs : Number of Onboarding Client-Touchpoints, Number of Onboarding Information Requirements, Number of Onboarding Contacts
What is Commercial Account Onboarding?
The Commercial Account Onboarding process involves the opening and enrollment of new commercial banking accounts. This process includes customer needs assessment, account verification (all application deficiencies and missing requirements must be identified and resolved before the account is opened), customer contact for application deficiency resolution, account opening (customer applications may go through numerous reviews before the account is opened) and final onboarding procedures. Commercial bank accounts mainly focus on businesses, corporations and other non-individual customers.
Download a Sample Commercial Account Onboarding
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