0
3.7.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Financial Services Personal Deposit Operations enables banks to complete work faster by automating and optimizing the common checking, savings, and certificate of deposit account requests. With Deposit Operations, account updates, standing order modifications, account origination, and closures are systematically presented to the bank’s front, middle, and back offices.
- Streamline client account updates, standing order modifications, account origination, and closures with transparent and repeatable processes to save time and money.
- Streamline and automate common account requests to manage deposit services more quickly.
- Enable teams to verify and review requests in a Deposit Operations workspace without manually routing work across departments.
- Apply analytics and process optimization to continually improve and measure business performance.
- Build customer trust by providing consistent onboarding experiences.
- New:
- Added deposit service table as a source for AIS, enabling better data integration and insights.
- Updated:
- FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.
Permissions and roles:
- System administrator (admin) role is needed for the installation