Simplify your operations and enhance your clients' experience! The banking information section of all EVO Savings tools has been improved.
What has changed?
Whether it's a new issue, contribution, or withdrawal, you will be able to see all the bank accounts already associated with your client's savings contracts and easily select them when completing transactions.
- Banking information may appear in a different order than you are used to.
- Take a moment to confirm with your client which bank account to use before the transaction.
- You may need to re-enter banking information that has already been used. For withdrawals, you may need to upload a void cheque. The good news is that the information from the void cheque will then be saved for future use.
Psst! Your clients will also benefit from this improvement in the Contribution Tool in My Client Space.
Have you heard the good news? The brand-new withdrawal tool is now available in EVO Savings🥳! Check out the iA CONNECTED article for all the details!
Have you heard the good news?
The brand-new withdrawal tool is now available in EVO Savings🥳! Check out the iA CONNECTED article for all the details!
