Farewell from the fax, Hello email

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Moving forward to a fast and quality digital service! As part of the preparation for the closing of the fax channel and e-mail to fax, we upgraded the digital "Request to the Banker " service for receiving execution instructions and documents from the bank's customers. Want to know more?

Upgrading the "Request to a Banker" service

The upgrade

The digital application "Request to the banker" has been upgraded for the transfer of documents and execution instructions to the banker from private and business customers. In addition, accounts that are attached to information only (and not to actions), will be able to write and attach documents to the banker.

How is the upgrade implemented between the banker and the customers?

Click on each of the tabs and find out!

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private customers

Private customers will be able to submit a request to the banker without attaching a file with a signature, and upload documents/requests through the bank's website and the account management application.

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Business Customers

A business customer will be able to submit an application to the banker through the business website only. A file with a signed instruction is required on the business website.

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banker

The requests will be forwarded to the bank for processing at the ATM/business service centers or branches, similar to the fax process. At the end of the processing of the request, the customer will receive a message whether his request has been completed or rejected.

How to open an application and upload documents

The bank's website

Scroll the screen and view the new screens of the "Banker Application" service on the bank's website!

!New

"Request to banker" button displayed on every page of the bank's website.

Choosing the subject of the application to the banker

"Performing actions by a banker" or "Sending documents to a banker"

When selecting the request topic "Sending documents to the banker" the following screens will be displayed

Description of the application to the banker

On this screen you can write the description of the request to the banker in free text

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When selecting the application subject "Performance of actions by a banker" the following screens will be displayed:

Viewing the application processing status

After submitting the application , you can view the processing status of the application

Application

Private customers will be able to open an application and upload documents to the banker by logging into "working with you" in the application. The process is the same as the process on the bank's website.

How to handle, please

Requests from the bank's website and the application will be processed by the relevant bank at the ATM, in the business service centers and in the branches, similar to the fax process.

How will the applications be opened in the system?

Banker request type inquiries will be opened as follows

.At the end of processing the request, the customer will receive a message if his request has been completed or rejected

How will the applications be opened in the system?

In each request, a match is required between the customer's account with which he was identified on the website and the account details in the assignment.

SLA is the same as the fax handling process (short day 14:30, long day 17:30)

At the end of processing the request, pay attention to the selection of the status in the dialogue - "Finished" / "Cancelled".

The wording of the message that will be sent to the client will be determined according to the dialogue status.

Task identification in dialog: 1-xxxxxx ( numbers only without SRBOF ).

Guidelines and highlights

?In which cases is it necessary to attach a file with a customer signature

Any action taken on the business website
Transfer over NIS 1,000,000
Gold transfer
Transfer Exchange

exceptions

A number of exceptional populations have been defined that can use the fax channel:

Customers aged 70 and over
Escrow accounts
Associations, public benefit society, embassies
Operations in the area of account debit authorization
Early repayment of loans

Operations and accounts of a special nature will be able to continue and receive service through:

Fax to the number 07-**45231 or to the fax email address mail2@slice.co.il

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Farewell from the fax, Hello email

Farewell from the fax, Hello email

Upgrading the "Request to a Banker" service

How to open an application and upload documents

How to open an application and upload documents

How to handle, please

How to handle, please

Guidelines and highlights

Guidelines and highlights

We are not done yet

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