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Create corporate and authorizations use case

April 25, 2025 — 3 min read
Create corporate and authorizations use case Create corporate and authorizations use case
Related topics
  • 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. 

Summary
  • Easily onboard corporate clients with structured precision: add company details, define key relationships, and upload documents to build a clear organizational profile in minutes.
  • Flexible authorization management fits real-world scenarios: configure account-level roles and permissions - from full power of attorney to restricted access - based on actual client needs.
  • Supports both simple and complex corporate setups: whether you’re managing one entity or many, CRM for Banks adapts to your authorization structure without added complexity.

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

You’ll see how easy it is to add company details, upload documents, define key relationships like directors or founders, and build a clear organizational structure. From there, the demo shows how authorizations are managed on the portfolio level, allowing you to assign the right roles and permissions - from full power of attorney to limited access - based on real-world scenarios.  Whether you're handling straightforward or complex setups, CRM for Banks gives you full flexibility to tailor authorizations to your exact needs. 

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