PAD/ZKG issuing bank feature

Our additional feature "Transferring Banks" also supports employees in the role of the transferring bank and allows the entire process to be managed through a simple process using a single tool.

1. Incoming applications from transferring customers can be created by an employee in the existing back office, and the customer's signature can then be confirmed.
2. After the signature comparison has been confirmed, the employee can upload the transaction history. Once it has been confirmed that it contains the required information, we automatically send it to the customer's new bank.
3. If, due to external circumstances, it is not possible to provide the transaction history within the five-day period, the employee can notify the new bank via our product.
4. The remaining tasks, such as closing the account, can be completed using checklists. Only when all tasks have been completed can the case be closed by an employee.

If you are interested in our additional feature, please contact your sales representative. We will be happy to put you in touch with the responsible colleagues.