New accounts process for financial companies

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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Trader's name

  • 2. Email

  • 3. Trader category

    • Insurance
    • Real Estate
    • Stock
    • High-end
    • Online
    • Discount
  • 4. Details

  • 5. Due date

  • 6. Urgency

  • 7. Request ID

Inbox

  • 1. Responsible team

Approval

  • 1. Is the request approved?

    • Yes
    • No
  • 2. If not, state the reason.

Contact bank

  • 1. Banking institution

  • 2. Email

  • 3. IBAN

  • 4. Phone

  • 5. Documents needed

Documentation

  • 1. Has the bank replied with the required documents?

    • Yes
    • No
  • 2. Documentation

  • 3. Checklist

    • Documents edited signed off
    • Documents stored
  • 4. Ammount of first deposit

Documents sent to the broker

  • 1. Final checklist

    • Account opened
    • Requester contacted
    • Ready to be archived
  • 2. Account number

Finished requests

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