🚀 Improvements

Customer journey

• 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

Broker dashboard

• Customization of the display of prices, guarantees and distribution costs

🔧 Corrections

Client dashboard

• Better display of the errors encountered during the subscription journeys made by the subscribers.

🚀 Developments

Admin dashboard

• Addition of a condition allowing to sign documents according to the type of bank account used for the subscription (securities account, PEA …)

Advisor dashboard

• 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

Client dashboard

• 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

🔧 Corrections

Advisor area

• Correction of the bug on the search for sales advisers