Podcast
Questions and Answers
What improvements were made to the KYC process?
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?
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?
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?
What change was made to the extranet regarding legal representative signatures?
What was resolved regarding account validation?
What was resolved regarding account validation?
What is included in the onboarding process after signature?
What is included in the onboarding process after signature?
Where are Sales and Customer Care reminders available?
Where are Sales and Customer Care reminders available?
What can be scheduled via the extranet?
What can be scheduled via the extranet?
What is included in the onboarding process?
What is included in the onboarding process?
What is the goal of the changes made?
What is the goal of the changes made?
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.
