Innovating with Handoff: Seamless Application Transfers in TenetOS
Published on: Wednesday, 31 July, 2024
At Tenet, we understand the importance of empowering our users with innovative tools that streamline processes and enhance their experience. That’s why we’re excited to introduce Handoff, a proprietary new feature in TenetOS, designed to enhance how account applications are managed.
What is Handoff?
Handoff is a unique feature within TenetOS that allows any applicant to seamlessly transfer the application process to another designated contact. Traditionally, initiating an account application meant that the individual who started it had to see it through completion. With Handoff, users now have the flexibility to delegate this responsibility to another team member or authorised contact.
How Does Handoff Work?
When a user initiates a Handoff request, they can select any other contact from the corporate structure chart to take over the application process. This means that if the original user is unable to complete the application due to various reasons such as time constraints or shifting priorities, they can effortlessly transfer the ownership to a colleague who is better positioned to complete the application.
Benefits of Handoff
- Flexibility and Efficiency: Users no longer need to restart an application from scratch if they are unable to complete it. This saves time and effort, enabling smoother transitions and faster processing.
- Improved Collaboration: Handoff promotes teamwork and collaboration within organisations by facilitating the seamless transfer of responsibilities between team members.
What Happens After the Handoff?
Once the Handoff request is accepted by the designated contact:
- Transfer of Ownership: The new owner gains full access and control over the application process.
- User Notification: The original user is promptly notified that the handoff request has been accepted, ensuring transparency and clarity. In the event the Handoff request is declined:
- Continued Application: The original user retains responsibility for completing the application process or may initiate another Handoff request to a different contact.
Continuous Innovation at Tenet
Handoff is not just a feature; it’s a testament to our commitment to innovation and customer-centricity at Tenet. Earlier this year, we rolled out Accelerated Due Diligence (ADD), another revolutionary feature aimed at enhancing the due diligence process for our users. These innovations are a direct result of listening to our users’ feedback and understanding their evolving needs.
The Future of Engineered Banking
As we continue to evolve TenetOS, our goal remains steadfast: to empower our users with cutting-edge tools that simplify complex processes and drive operational excellence. The TenetOS you use today is just the beginning. With each update and feature enhancement, we are dedicated to delivering a platform that not only meets but exceeds your expectations. Innovation is at the heart of everything we do at Tenet, and Handoff is a prime example of our ongoing commitment to pushing boundaries and redefining what’s possible in financial management. For more information on how to use Handoff, visit TenetOS Help. Stay tuned as we unveil more exciting updates and features in the months to come and get in touch here.
Authored by:
Brian Tang
Brian Tang is Tenet's Managing Director and a member of its Board of Directors. He is a CFA charterholder with experience managing multibillion-dollar balance sheets at several financial services …
