Customer Portal Account

An enabler for other services

User needs high-level

They come from previous research done for:

Make it clear

Only ask once

Keep in touch

Build my confidence and set expectations

Relevant to me

Security of my data

Contact me in a way that works for me / not only a website or portal

Manage my access / companies

Single view of the customer / company

ID and Verification

Various due diligence checks

Last updated: 30 Nov 2023