The Banker Client’s Profile follows the same format as the Compliance Client’s Profile however, has a few different banker specific widgets to provide the Finance Department with a more intuitive experience.
Widgets that come with the Banker Client’s Profile are:
Profile Widget & Feed
This is the same as all Client Profiles.
This is the standard Dialer widget as found throughout the system.
This widget simply shows the most recent deposits plus any parked deposits (if relevant).
Account balance widget shows all the relevant (net) account balances per customer across all their accounts. The widget displays a single total and then a per account list breakdown.
The withdrawal widget simply shows the most recent withdrawals plus any open withdrawal requests (if relevant).
Shows all finance related historical events including all past deposits / withdrawals, transfers, credits, bonuses, refunds and warnings (if any). The agent can click on any of the events and review each event in more detail.
This widget simply shows the customer’s current documents that are on file for a particular customer and have been approved by compliance. The finance department user can click on a document and view all the documents provided by the customer.