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Self Service for the Initiate Automated Customer Account Transfer Service Process
Give your customer community users access to the Initiate Automated Customer Account Transfer service process on a self-service portal, such as the Financial Services Client portal. When you make service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Initiate Automated Customer Account Transfer through a self-service channel.
- Set Up Initiate Automated Customer Account Transfer as a Self-Service Process
Configure a self-service portal from using the Financial Services Client Portal template and give your customer community users a self-guided process to transfer securities.
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