Correspondent Banking Application Tracking

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8

Total Applications

1

In Progress

6

Initial Stage

0

Completed

Application Status
Bank Status Progress Last Action Next Step Actions
Bank of America Existing - Reactivation Pending
65%
Proposal submitted Executive meeting scheduled
JPMorgan Chase Existing - Enhancement Pending
45%
Initial discussion Submit enhanced proposal
Deutsche Bank New - Initial Contact
15%
Proposal prepared Submit to Global Transaction Banking
Bank of China New - Research Phase
10%
Contact identified Prepare localized proposal
HSBC New - Initial Contact
15%
Proposal prepared Submit to Global Banking
Barclays New - Research Phase
20%
Requirements gathered Finalize proposal
Citibank New - Initial Contact
25%
Executive summary sent Follow up call
Wells Fargo New - Preparation
5%
Proposal drafted Internal review
Implementation Timeline
Week 1-2

Initial Outreach

Week 3-4

Initial Meetings

Week 5-8

Negotiation

Week 9-12

Account Opening