Getting started guide - Customer acquisition
Bricknode has published a getting started guide covering the Customer acquisition module of Bricknode Financial Systems. The module is designed for supporting the "on boarding"-process of financial institutions when acquiring new customers.
The main areas are:
- Sign in
- Selecting an existing customer / registering a new customer
- Completing an AML-questionnaire
- Collecting fitness questions for various financial products
- Conducting a needs analysis
- Completing an advisory report
- Selecting an existing account / creating an account application
- Setting up a power of attorney
- Creating a first trade order
- Completion with file management and archiving
Click here to read the full article.
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