New Accounts Process for Financial Companies Free Template
With Pipefy’s New accounts for financial companies Template you can visually and intuitively manage internal team requests, contact banks, and provide the necessary documentation.
All this while organizing those due dates, priorities, and those responsible.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Finance and Purchasing Teams love Pipefy
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.Mauricio Rizzi Customer Service and Procurement Manager
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Help you easily and intuitively manage all your defaulting clients.