This workflow template illustrates the processing of self-administrated customer information updates 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: Account Information Update process.
Related KPIs : Customer Online Account Updates, Enrolled Online Banking Users as a Percentage of Checking Accounts, Active Online Banking Users as a Percentage of Total Enrolled Account Holders
The Internet Banking: Account Information Update process involves the processing of self-administrated customer information updates through the internet banking channel. This process includes online banking profile log in and customer led profile information change (once the correct options have been chosen and the information updated, ensure that all the information is correct). Should the account information update require additional processing, a customer service representative will review and verify the request before updating the customer profile and notifying the customer.Download a Sample Internet Banking: Account Information Update
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