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Bank of America This financial giant has a brokerage arm which offered an investment account that combined a checking account with a brokerage account and was marketed by both brokers and bankers. Applications for such accounts had strict compliance requirements in order to allow customers to trade. We provided a very successful solution to manage the application flow involving a database backend and data entry interface to log and track account applications, obtain account opening data to directly compare with application information by staff, and follow changes to either. Continued... |
