Leave requests, expenses, procurement, IT and HR approvals: what runs on paper, email and spreadsheets today becomes a structured digital journey - built by the department, with approvals and a complete history.
The starting point
A request by email, a signature on paper, a list in a spreadsheet: internal workflows work as long as everyone knows the unwritten rules. Clean, fast and traceable they rarely are.
The process journey
Five steps, one journey - self-built, guided and traceable. Click your way through.
In the builder
With a no-code builder you assemble fields, rules and approval stages - the department designs, changes and publishes without waiting for IT.
The first applicant is hereby granted the authority to make all investment decisions concerning the joint account / securities account alone:
Where ongoing asset management relates to a joint account / securities account with several authorised persons, we are under a regulatory obligation to determine from which specific person we should collect the client data.
Based on this designation, we will only ask the aforementioned person about their investment objectives, their knowledge and experience in securities transactions, and their financial circumstances, and use these as the basis for our suitability assessment.
Note: With this designation, the aforementioned person receives sole power of representation and thus the ability to decide alone.
The result
Consistent, fast and independent of IT - for every internal workflow, from first draft to running process.
The department builds and changes processes itself - without developers.
Every workflow runs the same for everyone - clean, guided and traceable.
From first draft to a running process - without a long IT project.
