Retail Branch: Account Information Update

Workflow Template

Retail Branch: Account Information Update

Workflow Template

This workflow template illustrates the servicing and administration of customer profile information changes through the branch 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 Retail Branch: Account Information Update process.

Related KPIs : Number of Customer Accounts per Account Manager, Customer Online Account Updates, Percentage of New Client Accounts Not-In-Good-Order (NIGO): Fixed Income

What is Retail Branch: Account Information Update?

The Retail Branch: Account Information Update process involves the servicing and administration of customer profile information changes through the branch channel. This process includes customer walk-in and profile change request submission, initial customer authorization (personal information is provided, customer identity is confirmed or denied), categorization of request type (name change, address change), change request processing and verification. Ensure that the customer's signature is obtained and verified before the profile change is finalized.

Download a Sample Retail Branch: Account Information Update

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