Change Management Process
- 26 Feb 2024
- Print
- PDF
Change Management Process
- Updated on 26 Feb 2024
- Print
- PDF
Article Summary
Share feedback
Thanks for sharing your feedback!
Overview
Our Change Management Process is designed to streamline the communication and approval workflow when customers wish to make alterations or updates to their applications. The process is initiated when a customer notifies us of any proposed changes to their application. This notification acts as the catalyst for a series of systematic steps that help us navigate through the necessary approvals from our banking partners.
Common Use-Cases
Change to Product and Features
- Change to deposit or credit product
- Change to payment offering
- Adding / changing fees
- Adding / changing interest
Change to Bonus / Promotion Program
- New cashback program
- Rewards for referrals
Change to Customer Base
- Business vs. consumer
Change to Geography / Area of Use
- Non-US, other geographies
Change to Limits
- ACH, wire, card, ATM withdrawal, RDC
- Transaction / customer / aggregate-level
Change to vendors
- Adding KYC provider
- Adding new partner for XYZ
Change Control Process
Was this article helpful?