The Problem:
Client contacts need to authorize new transferees and manage existing transferee moves already in progress.
- Transferee Authorization: The current process for authorizing transferees requires antiquated paper documents, multiple systems and a minimum of 24hours for data to sync across systems.
- Manage Transferees: The current process for managing transferees requires viewing different details in separate systems, each with their own login and flow. Additionally the data sync issue means some data may not be up to date in all systems.
Example Screens:
