Simplifying Business Banking Enrollment with Enhanced User Experience and Precise Role Assignment
At Bankjoy, we continually strive to improve our platform to meet the evolving needs of our clients. We're excited to share significant enhancements of our business banking enrollment process that are designed to provide a smoother user experience and more control over user roles and permissions.
What’s New in Business Banking Enrollment?
1. Tailored Role Assignment for Business Users
Understanding that different roles within a business require different levels of access, we've enhanced our role assignment capabilities:
- Customizable Admin Role Assignment: Previously, every business user was automatically assigned the “Business Employee” role, while the “Business Admin” role was reserved only for business owners. With our latest update, your institution can now configure which business relationships, such as CFOs or financial controllers, should be automatically granted the “Business Admin” role upon enrollment. This ensures that key decision-makers within a business have the right level of access from the start, reducing the need for manual adjustments later.
2. Seamless Access Across Business and Personal Accounts
We've also made it easier for users to access both their business and personal accounts:
- Automatic Business Banking Activation: In the past, users needed to enroll using a business account number to access business banking features. Now, Bankjoy will automatically enable business banking if we detect that a user has access to a business entity through the core system, even if they enroll using a personal account number. This seamless integration allows users to switch effortlessly between their personal and business accounts, providing a more streamlined banking experience.
3. Improved User Experience
These updates aren’t just about making things more flexible—they’re about making the entire process smoother for your business clients:
- Effortless Enrollment: By automating role assignments and business banking access, we’ve reduced the friction that often comes with setting up new business users. Whether it’s a business owner, CFO, or accountant, the right permissions are granted automatically, ensuring they have immediate access to the tools they need.
Why It Matters
For businesses, time is money. The improvements to Bankjoy's business banking enrollment process directly translates to less time spent managing roles and permissions and more time focused on what matters most—running their business. This enhanced user experience helps your institution stand out by offering a business banking platform that’s not only powerful but also incredibly user-friendly.
Empower Your Business Clients Today
These enhancements are designed to make business banking easier and more intuitive for all users. Whether they’re switching between personal and business accounts or managing roles within their organization, your business clients will appreciate the simplicity and efficiency that Bankjoy now offers.
For more information on how Business Banking can benefit your FI and customers, please reach out to your Customer Success Manager.