Industry Verticals · FinTech & BankingsituationalFintechB2COnboardingCompliance Audit

Banks Block Elderly Account Holders From Receiving Family Assistance Without Formal Authorization

Citibank branch personnel block family members trying to assist elderly account holders without a formal authorized representative designation on file. No simple in-branch process exists to add a trusted family member as an account helper for elderly or disabled clients. The gap leaves vulnerable adults without banking access assistance.

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5.75

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