- Addition of recurring payment by credit card
- Addition of email notifications linked to signatures
- Possibility for the subscriber to create an online payment account
Bank / insurance dashboard
- Addition of an optional parameter on the verification by SMS of the telephone number
- Adding several offers to a single subscription path to compare offers for example
- Optimization of the management of requests for distribution agreements
- Customization of the display of prices, guarantees and distribution costs
- Better display of the errors encountered during the subscription journeys made by the subscribers.
- Addition of a condition allowing to sign documents according to the type of bank account used for the subscription (securities account, PEA …)
- Redesign of the user creation tunnel: chaining of steps and addition of completion checks
- Addition of an alert message when creating a subscription if the investor profile is not complete
- The verification step of identity documents is now compulsory – The subscriber must download a document to proceed.
- Addition of the description of the document to be signed or signed in the signature table in the customer area
- Correction of the bug on the search for sales advisers