Get people signed up for new accounts with your bank using this free online Account Approval Process Template! When you receive a submission through your account opening form, it will be forwarded directly to your finance manager — or if the applicant is applying for a priority account, it will go to your Head of Investments instead. The approver will then choose to approve or deny the application, which automatically sends an email to the client letting them know the outcome.
Update the design of this Account Approval Process Template with our user-friendly interface — just drag and drop to add new approvers, update conditional branches, and set up autoresponder emails and notifications. You can access your approval flow and make changes to it on any device, and your approvers can respond to applications directly from JotForm Inbox. Streamline your account approval process with JotForm’s free Account Approval Process Template today!