Create a corporate entity and manage relationships (use case)

April 25, 2025 — 1 min read

Create a corporate entity and manage relationships (use case)

Create a corporate entity and manage relationships (use case)

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CRM for Banks
Use Case Demos

Written by

Björn Hólmþórsson

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In this short demo, we walk you through how to create a new corporate entity in CRM for Banks and configure the authorizations linked to its products and accounts.

See how CRM for Banks simplifies corporate onboarding and portfolio-level authorizations, giving you full flexibility to manage real-world client structures.