Bank Confirmation Platform

This webinar offers prospective users of the platform guidance as follows:

1. Prepare an authority letter and send to client
2. Prepare multiple bank confirmation letters simultaneously and send to single authorised signatory
3. Explain how to assist clients to sign authority letters electronically
4. Prepare and send request to bank
5. Track document status for each user individually and/or the firm as a whole
6. Chat with client and bank
7. Transfer received bank responses to audit file electronically
8. Fees and discount incentives