Your customers can use the Transfer Funds to Own Account service process to transfer
funds between their financial accounts within the same bank or financial institution.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Watch this video to understand how Transfer Funds to Own Account service process offers customers an effortless method to move money between their own financial accounts within the same bank or financial institution. This video demonstrates the service agent and self-service experiences when you deploy the prebuilt Transfer Funds to Own Account service process template.
Submit a Transfer Funds to Own Account Request Your service agents can capture and submit a Transfer Funds to Own Account request through the Transfer Funds to Own Account Omniscript. A case is then created in Salesforce.
Self-Service for Transfer Funds to Own Account Service Process Give your customer community users access to the Transfer Funds to Own Account service process on a self-service portal, such as the Financial Services Client Portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests to transfer funds through a self-service channel.
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