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KYC Minor Improvements and Onboarding Features Quiz

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KYC Minor Improvements and Onboarding Features Quiz

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Questions and Answers

What improvements were made to the KYC process?

Addition of a new identity document (correct)

Removal of the legal representative email field

Addition of a password eye in the login form

None of the above

What change was made to the email field for legal representative 1?

It is now pre-filled

It has been removed

It is no longer pre-filled (correct)

None of the above

What new feature was added to the webapp login form?

A password eye (correct)

A date entry help

A new identity document

None of the above

What change was made to the extranet regarding legal representative signatures?

A status was added Signup and view all the answers

What was resolved regarding account validation?

The lag was resolved Signup and view all the answers

What is included in the onboarding process after signature?

Follow-up information and gamification Signup and view all the answers

Where are Sales and Customer Care reminders available?

On Hubspot Signup and view all the answers

What can be scheduled via the extranet?

Maintenance pages Signup and view all the answers

What is included in the onboarding process?

A quiz and gamification cards Signup and view all the answers

What is the goal of the changes made?

To direct the customer to the content they need to see at the right time Signup and view all the answers

Study Notes

KYC minor improvements include a checkbox for the same address as the child and the addition of the family record book as an accepted identity document.
The email of legal representative 1 is no longer pre-filled and a mail structure check has been added for legal representatives.
The webapp login form now has an eye to see the password and there is help for better date entry.
The extranet now has a status for signatures by legal representatives and allows for changes to RIB/BIC.
The account validation lag has been resolved and prospects can request an activation link or change their email address.
Onboarding post-signature provides follow-up information and gamification.
Sales and Customer Care reminders are available on Hubspot.
Maintenance pages can be scheduled via the Extranet and prospects on old portfolios can switch to new ones.
A quiz and gamification cards are included in the onboarding process.
The goal is to direct the customer to the content they need to see at the right time.

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Description

Test your knowledge on the latest KYC minor improvements and onboarding features such as family record book acceptance, email structure check, password visibility eye, and post-signature follow-up information. Stay up-to-date with the latest changes in account validation, sales reminders on Hubspot, and maintenance page scheduling.