The CashPro Service Dashboard puts you in control
A digital experience that’s fast, smart and secure
As digital becomes the new normal, you need high-tech, high-touch solutions that make doing business easier. That’s why we’ve digitized how you interact with us every step of the way — from behind-the-scenes advancements to quickly get you up and running, to enabling you to manage your service requests in real-time through our CashPro® Service Dashboard. This streamlined platform combines personalized technology with continuous support, putting the power of digital directly into your hands.
5 minute read
Our CashPro Service Dashboard allows you to:
Track
- Monitor service requests and projects
- View request details and current status
- See the progress of documentation or account opening
- Keep tabs on companywide servicing activity
- Search and filter to quickly navigate to a specific request
- Personalize your request titles for easy recognition
80% of customer interactions are now digital
Manage
- View and act on critical documents with a personalized “To Do” list
- Manage Know Your Client (KYC) and eSign document requests
- Access and share important documents securely
Stay informed
Get email, text and mobile app notifications alerting you of important actions, approvals and updates
