10 Questions
What improvements were made to the KYC process?
Addition of a new identity document
What change was made to the email field for legal representative 1?
It is no longer pre-filled
What new feature was added to the webapp login form?
A password eye
What change was made to the extranet regarding legal representative signatures?
A status was added
What was resolved regarding account validation?
The lag was resolved
What is included in the onboarding process after signature?
Follow-up information and gamification
Where are Sales and Customer Care reminders available?
On Hubspot
What can be scheduled via the extranet?
Maintenance pages
What is included in the onboarding process?
A quiz and gamification cards
What is the goal of the changes made?
To direct the customer to the content they need to see at the right time
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.
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.
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