Transfer Funds to Own Account Service Process

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.

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• Setup and Configuration of the Transfer Funds to Own Account Service Process for Retail Banking
  Use the Service Process Studio to enable the Transfer Funds to Own Account service process to give your agents an easy-to-follow process for capturing a funds transfer request.
• 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.