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Standard Wealth Banking Service Processes for Financial Services Cloud
Implementing and executing effective service processes is a key factor for customer satisfaction. Building service processes and configuring integrations with external systems is a time-consuming and complex task.
Service agents can launch these service processes and get started with critical customer service operations. Customer community users can directly launch these service processes from a self-service portal and quickly submit their service process requests.
- Estate Planning Service Process
Use the Estate Planning service process to notify the bank of an individual's passing. This process ensures the timely and accurate registration of the death for all necessary administrative purposes. - Initiate Automated Customer Account Transfer Service Process
Your customers can use the Initiate Automated Customer Account Transfer service process to raise requests for transferring securities from one trading account to another, at a different brokerage firm or bank. - Manage Beneficiaries for Wealth Banking Service Process
Your customers can use the Manage Beneficiaries service process to raise requests to add or modify beneficiaries from any of their investment accounts. - Manage Standing Instructions Service Process for Wealth Banking
Your customers can use the Manage Standing Instructions service to request the addition or removal of instructions for setting up recurring and timely payments from their investment accounts. - Set Up Required Minimum Distribution Service Process
Your customers can use the Set Up Required Minimum Distribution (RMD) service process to raise requests to set up Required Minimum Distribution of their retirement accounts. - Update Profile Service Process for Wealth Banking
Your customers can use the Update Profile service process to request you to make changes to their personal, contact, and employment details. Keeping the details up to date ensures seamless account management and enhances the overall customer experience.
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