Wealth International

How to identify an orphan account in Workbench

This quick video will demonstrate how to identify an orphan account in Workbench
May-21-2019

How to Save and Keep using subsequent touch in WEW

This quick video will demonstrated how to save and keep a work item in WEW using the subsequent touch status/reason before rout...
May-21-2019

How to search for multiple policies in the Clarifications Checklist

This short videos demonstrates how to use the multiple policies tab in the Checklist spreadsheet
Apr-29-2019

How to re-open a Source of Wealth FATCA work item

This quick video will demonstrate how to re-open a SOW FATCA in WEW, including how to route it afterwards
Apr-25-2019

How to download a document from WEW

This quick video will demonstrate how to download a document/form from WEW
Apr-10-2019

How to DECRYPT an encrypted pdf

This video will demonstrate how to take the password of an encrypted PDF file.
Mar-22-2019

How to create a New Business Requirements

How to create a New Business Requirements work item in WEW
Mar-20-2019

How to create a Non Financial Maintenance work item

This video will demonstrate how to create a Non Financial Maintenance work item in WEW
Mar-20-2019

How to perform a partial name search in Workbench

This quick video will demonstrate how to search for a client' s name in Workbench, even when you only have the initials
Feb-27-2019

Understanding the CRA - Client Risk Assessment

This video explains the different fields and tabs of the CRA document (Client Risk Assessment) file
Feb-27-2019