Internet Banking: New Accounts
This workflow template illustrates the customer account enrollment, underwriting and approval for new accounts 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: New Accounts 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
What is Internet Banking: New Accounts?
The Internet Banking: New Accounts process involves customer account enrollment, underwriting and approval for new accounts through the internet banking channel. This process includes initial customer self-enrollment (log into the website, select product, validate information, receive a request denial if unqualified for the account, fund the account, open account), customer account risk assessment (a post-account opening review is performed if the customer is found to be risky) and final customer account approval.
Download a Sample Internet Banking: New Accounts
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