We’re delighted to announce that paperless, signatureless Direct Debit confirmations have arrived on our mobile app and online portal (for clients with MFA).
Now you can:
- Set-up a new client Direct Debit using the Manage Direct Debit contributions tool on the platform.
- Select Parmenion Mobile App as the Confirmation method.
- We'll do our usual checks, then send your client a notification to finalise and approve on the app or their online account.
What you see...
- When you add a new Direct Debit using the Manage Direct Debit contributions tool, select Parmenion Mobile App as the Confirmation method
![A screenshot of the Parmenion platform, showing the screen of where you can add a Direct Debit](https://app-parmenion-cms-prod.azurewebsites.net/media/in2fc232/what-the-adviser-sees.png?width=1200&height=658&format=webp&quality=80)
- Check all the details, enter your password, then tap Save and continue
![A screenshot of the Parmenion platform, showing the page an adviser will see when they're setting up a Direct Debit for a client](https://app-parmenion-cms-prod.azurewebsites.net/media/r2qk5ufy/what-the-adviser-sees-2.png?width=1200&height=656&format=webp&quality=80)
What your client will see...
- They’ll get an alert when they log in to the mobile app or their online portal:
They just need to confirm their bank details (a banking fraud requirement), tap confirm and that’s it. No paper or signature needed.
Here’s the journey for the app (but the online journey is virtually identical). Take a look:
![Animated gif showing the process for a client to approve a Direct Debit through the Parmenion app. It shows an alert popping up when the open the app, then having to check and enter their bank details, then tap a button to approve the mandate.](https://app-parmenion-cms-prod.azurewebsites.net/media/tcedhesh/dd-app-approvals-background.gif?width=1200&height=672&quality=80)
Let us know what you think
This is the first of many processes we’re looking to add digital confirmations for. We’re eyeing change of address, bank details and more, but let us know what other processes you’d like to see go signatureless.