Muhammad Ali-Model Client
PRIME CLIENT ENGLISH
Welcome you as Banks4all Prime Client
Our Mission
Freedom of choice
We believe that accessing essential services like mortgages, bank loans, insurance, or money transfers should be simple, affordable, and efficient. That’s why we’re dedicated to finding the best online deals through innovative solutions every day. Language should never stand in the way of these opportunities. Our goal is to build an inclusive community where top financial services are within reach for everyone, including ethnic groups. Empowering clients with knowledge enables them to make informed and confident decisions.Premium Services
The Premium service you are now registered for is designed to provide complete financial freedom to clients from different parts of the world living and working in Italy. Most of our payment systems operate on a results-based model. You can select any service according to your needs, and it will be seamlessly integrated into your client portal. As a prime client, you’ll have full access to track and follow the progress of your selected services every step of the way.
Bansk4All 10-Step Process
The Banks4All 10-step process is designed to streamline your financial journey:
- Initial Consultation: Understand your needs and goals.
- Document Collection: Gather necessary paperwork.
- Eligibility Check: Assess your financial status.
- Client Portal Access: Track progress in real-time.
- Approval Process: Submit applications for review.
- Easy Casa Offer Presentation: Receive tailored Real Estate Service.
- Property Search: Three properties are presented according to your demands.
- Offer sent and accepted: An offer was sent to the owner, and accepted.
- Finalization: Complete all agreements and contracts.
- Property Delivered: Enjoy continuous assistance and support.
How you can Contact us
Email: info@banks4all.eu
WhatsApp Text/Audio/Video: +393277764333
Link to Schedule your Call: Click here
Link to Schedule an Online Meeting: Click here
To send your documents: documenti@banks4all.eu
YOU FORM IS FILLED Current Step
PRIME CLIENT CONFIRMATIONNext Task
PROPERTY INVESTMENT PLANRecommendation for you
00/00/2024Last Updates
01/06/2024Project Start Date
00/12/2024Project End Date
Step 1
Initial Consultation
Completato
Customer Journey updates Keep track of updates for all important updates of your file.
Customer Journey updates Keep track of updates for all important updates of your file.
Completato
Request ReceivedReceived your initial request through WhatsApp App API or website form filled
Request ReceivedReceived your initial request through WhatsApp App API or website form filled
Completato
Form Filled Step 1 Call doneCalled by our Staff to assist you with your required service and to schedule the consultation call
Form Filled Step 1 Call doneCalled by our Staff to assist you with your required service and to schedule the consultation call
Step 2
Information Collection
Completato
Consultation Call doneA consultant called you to explain everything related to your application with a scheduled call
Consultation Call doneA consultant called you to explain everything related to your application with a scheduled call
Completato
Required Documents ListAll the required information has been received to evaluate your request.
Required Documents ListAll the required information has been received to evaluate your request.
Completato
Documents Received and ChckedAll required documents are received and checked by our consultant to start your Process.
Documents Received and ChckedAll required documents are received and checked by our consultant to start your Process.
Completato
Eligibility Check MeetingProcess Explained through an online meeting to establish requirements and explain the process
Eligibility Check MeetingProcess Explained through an online meeting to establish requirements and explain the process
Completato
Preventivo SentA quotation was sent to you according to your demands and required service.
Preventivo SentA quotation was sent to you according to your demands and required service.
Step 3
Premium Service Selection
Prime Client Registration The Prime Client contract was sent with the receipt of the payment.
Click to download it
Click to download it
Prime Client Registration The Prime Client contract was sent with the receipt of the payment.
Click to download it
Click to download it
Completato
Client Portal AccessProvided access to the portal to follow up on your project.
Learn How to use it
Learn How to use it
Client Portal AccessProvided access to the portal to follow up on your project.
Learn How to use it
Learn How to use it
Completato
Online CoursesProvided access to the LMS to learn everything about your required Service. Click to visit the course
Online CoursesProvided access to the LMS to learn everything about your required Service. Click to visit the course
Property Investment PlanAccording to your Application and eligibility check report the service #PIP was prepared. Click to see it
Property Investment PlanAccording to your Application and eligibility check report the service #PIP was prepared. Click to see it
Premium Service ContractRequired service with their terms and conditions, the Payment Plan, and Invoice receipt.
Premium Service ContractRequired service with their terms and conditions, the Payment Plan, and Invoice receipt.
Upload DocumentsAccording to your property investment plan a list of required documents is sent. Click to Upload
Upload DocumentsAccording to your property investment plan a list of required documents is sent. Click to Upload
Step 4
Bank Appointment Scheduled
Bank Consultant AssignedA bank consultant is assigned according to your requirement
Click to know
Click to know
Bank Consultant AssignedA bank consultant is assigned according to your requirement
Click to know
Click to know
Business Bank LoanAccording to your Application and eligibility check report the service #BFM. Click to see it
Business Bank LoanAccording to your Application and eligibility check report the service #BFM. Click to see it
Scheduled Appointment with BanksAccording to your requirements different possible bank appointments are scheduled. Click
Scheduled Appointment with BanksAccording to your requirements different possible bank appointments are scheduled. Click
Documents Delivered to Assigned ConsultantCopies of the required documents are delivered to the Bank via Email or directly in the office.
Documents Delivered to Assigned ConsultantCopies of the required documents are delivered to the Bank via Email or directly in the office.
Non-Interest BankingBased upon crowdfunding and investment and ownership plans the service #NIB. Click to see it
Non-Interest BankingBased upon crowdfunding and investment and ownership plans the service #NIB. Click to see it
Personal Bank LoanAccording to your Application and eligibility check report the service #PFM prepared. Click to see it
Personal Bank LoanAccording to your Application and eligibility check report the service #PFM prepared. Click to see it
Responses Received from BanksFeedback or Suggestions from the banks after evaluating your documents for the given service.
Responses Received from BanksFeedback or Suggestions from the banks after evaluating your documents for the given service.
Step 5
Banking Services Delivered
Bank Account OpenedThe initial proposal and quote for your project.
Bank Account OpenedThe initial proposal and quote for your project.
Business Finance ManagementBusiness Loan, Business Plan Provided.
Business Finance ManagementBusiness Loan, Business Plan Provided.
Personal Finance ManagementPersonal Finance-related services delivered.
Personal Finance ManagementPersonal Finance-related services delivered.
Mortgage ResolutionIssued by the bank with the validity of 6 month.
Mortgage ResolutionIssued by the bank with the validity of 6 month.
Non-interest BankingType of NIB service initiated. The deposit was received from the client.
Non-interest BankingType of NIB service initiated. The deposit was received from the client.
Premium Service PaidPayment made after delivering the Premium service. Click to download the invoice receipt-
Premium Service PaidPayment made after delivering the Premium service. Click to download the invoice receipt-
Step 6
Easy Casa Offer Presentation
ProposalThe initial proposal and quote for your project.
ProposalThe initial proposal and quote for your project.
ContractA copy of our signed agreement for your reference.
ContractA copy of our signed agreement for your reference.
Invoice receiptsKeep up to date with all payments made and download receipts.
Invoice receiptsKeep up to date with all payments made and download receipts.
Step 7
Property Search
ProposalThe initial proposal and quote for your project.
ProposalThe initial proposal and quote for your project.
ContractA copy of our signed agreement for your reference.
ContractA copy of our signed agreement for your reference.
Invoice receiptsKeep up to date with all payments made and download receipts.
Invoice receiptsKeep up to date with all payments made and download receipts.
Step 8
Buy Offer sent & accepted
ProposalThe initial proposal and quote for your project.
ProposalThe initial proposal and quote for your project.
ContractA copy of our signed agreement for your reference.
ContractA copy of our signed agreement for your reference.
Invoice receiptsKeep up to date with all payments made and download receipts.
Invoice receiptsKeep up to date with all payments made and download receipts.
Step 9
Finalization
ProposalThe initial proposal and quote for your project.
ProposalThe initial proposal and quote for your project.
ContractA copy of our signed agreement for your reference.
ContractA copy of our signed agreement for your reference.
Invoice receiptsKeep up to date with all payments made and download receipts.
Invoice receiptsKeep up to date with all payments made and download receipts.
Step 10
Service Completion
ProposalThe initial proposal and quote for your project.
ProposalThe initial proposal and quote for your project.
ContractA copy of our signed agreement for your reference.
ContractA copy of our signed agreement for your reference.
Invoice receiptsKeep up to date with all payments made and download receipts.
Invoice receiptsKeep up to date with all payments made and download receipts.
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- +393277764333
- info@banks4all.eu
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