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.
Start form
- Trader’s name
- Trader category
- Insurance
- Real Estate
- Stock
- High-end
- Online
- Discount
- Details
- Due date
- Urgency
- Request ID
Inbox
- Responsible team
Approval
- Is the request approved?
- Yes
- No
- If not, state the reason.
Contact bank
- Banking institution
- IBAN
- Phone
- Documents needed
Documentation
- Has the bank replied with the required documents?
- Yes
- No
- Documentation
- Checklist
- Documents edited signed off
- Documents stored
- Ammount of first deposit
Documents sent to the broke
- Final checklist
- Account opened
- Requester contacted
- Ready to be archived
- Account number
Finished requests
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