Corporate bank account questionnaire

Corporate bank account questionnaire?

Corporate bank account questionnaire?Thank you for your recent business inquiry, however I need a little more information from you.

To recommend the optimum non-travel banking strategy for your business, kindly complete the 5-minute questionnaire below.

Within 2 hours thereafter, a senior Consultant will ring you to discuss the specific results you need from Healy Consultants PLC:





  • Corporate bank account qualities

    In order of preference, list the countries where you want a corporate bank account?
    What are your preferred currencies?
    Do you need corporate visa debit cards?

    Do you need to have a local currency cheque book?

    What daily funds transfer limits do you wish to have in place?
    Do you need secure phone banking?

    Do you need the bank to act on fax instructions from you?

    Do you prefer monthly paper bank statements or weekly e-statements?

    Do you need phone sms alerts when funds transfers happen?
  • Your preferences

    For now, do you prefer Healy Consultants PLC staff to phone you, or just email reply some corporate solutions?
    If a phone call, on what number can our senior Consultant call you?
    If an email, what email address can our Consultant email you at?
    What is your preferred date and time for a phone call?
    In what language do you prefer Healy Consultants Group PLC to communicate with you?
    What is your budget for the service you need from Healy Consultants Group PLC?
    During the engagement, how often do you require an email from us; advising engagement progress?
    During the engagement, how often do you wish to speak with our senior staff; discussing problems and solutions?
    What does quality customer service mean to you?
  • Tell us about your existing business?

    Name of your company?
    In what country are your resident?

    What products and services does your company supply?
    How many years are you operating this business?
    In what country are the majority of your customers?

    In what country are the majority of your suppliers?

    What is the name of the company that will own the new corporate bank account?
    Who will be the bank signatory?
    What are the expected US$ monthly incoming transactions?
    What are the expected US$ monthly outgoing transactions?