ZIP Change Flashcards
1
Q
Regarding ZIP Stop/Start/Continue.. what will Stop for Clients?
A
- Stop using nabtrade cash and high interest account.
- Stop using multiple logins.
- Stop updating information in multiple areas.
2
Q
Regarding ZIP Stop/Start/Continue.. what will Start for Clients?
A
- New Cash account.
- One login credentials
- Update profile info in IB
- Migration activities
3
Q
Regarding ZIP Stop/Start/Continue.. what will Continue for Clients?
A
- Place orders via nabtrade
- Contact nabtrade retail call centre for support
4
Q
Regarding ZIP Stop/Start/Continue.. what will Stop for PW Operations?
A
- Stop using FNZ platform and admin portal
- Stop using datamart reporting.
- Less manual tasks
5
Q
Regarding ZIP Stop/Start/Continue.. what will Start for PW Operations?
A
- Using new nabtrade platform via nabone (and Siebel etc).
- Pega for workflow.
- Enterprise Document Services for documents.
- new daily settlement process
- new cash products
- new compliance reporting
6
Q
Regarding ZIP Stop/Start/Continue.. what will Continue for PW Operations?
A
- onboarding client profiles into nabone
- BAU operations
7
Q
Regarding ZIP Stop/Start/Continue.. what will Stop for trading & client services?
A
- Stop using fnz portal admin portal for workflow and client information.
- Stop using FNZ data mart or FNZ admin portal for reporting.
8
Q
Regarding ZIP Stop/Start/Continue.. what will Start for trading & client services?
A
- Pega for workflow
- nabone to manage client profiles
- ebobs/nabone for cash transfers
- onboard and provision products if client is ACIP
