🚀 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

Would you like to be kept informed of the latest Particeep publications?

Leave us your email and we will contact you as soon as a news is posted