Also ask them (which is in line with the data protection act) that they provide assurance that you can have a copy of the audit trail for anyone who has accessed your account from that company on request.
They also need to provide assurance that using the system does not breach the terms and conditions of your bank account.
Ultimately everything is designed to make their life earlier and not helped by not training their staff.
We introduced the process to make it easier, quicker and more secure for our clients to provide information for their annual review. Using this process our clients can complete the review in a few minutes, it removes the need for them to fill in forms and gather together bank statements to send by post or convert to PDF and email to us. It is certainly more secure and confidential than using the post or email.
Shortly before a client’s review is due we will contact them by telephone to discuss the process. Following this call, the client will receive an email and SMS containing a secure link which will start the process.
This short video demonstrates the steps which will provide Creditfix with a copy of a client’s bank statements to complete their review. http://cfix.me/ie
Over 1,500 clients have completed this process with us so far.
If any clients reading this have any questions or would like to discuss the process further please email email@example.com or call our review team on 0141 218 4334.
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