Put Your Team in Control: Faster Updates for Agreements and Disclosures

The Do It Yourself (DIY) Portal gives teams more direct control over routine updates for agreements and disclosures, on-demand rate changes, and deployment schedules.

For teams responsible for online account opening, this matters because the right content needs to be presented to the right customer at the right time while meeting compliance requirements and minimizing operational disruption.

In this session, we'll focus on two common use cases for agreements and disclosures and show how updates can be made, reviewed, and deployed when products change, regulations change, or new campaigns are launched. Whether you're responsible for digital account opening, operations, or product administration, you'll see how the Do It Yourself Portal helps support frequent, accurate, and sometimes last-minute changes with more flexibility, visibility, and control.