New Accounts Process for Financial Companies Free Template
With Pipefy’s New accounts for financial companies Template you can visually and intuitively manage internal team requests, contact banks, and provide the necessary documentation.
All this while organizing those due dates, priorities, and those responsible.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
No/low-code
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Connect Pipefy to your favorite software with ease
Finance and Purchasing Teams love Pipefy
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.
Mauricio Rizzi Customer Service and Procurement ManagerRelated templates
Investments Pipeline
Designed for fund managers who want to keep track and control of all new investment …
Expense Reimbursement
Standardize your expense reimbursement process to avoid misalignment and poor communication.
Stock Trend Analysis
It helps investors analyze what is the historic stock data.
