{"id":35781,"date":"2023-12-31T11:06:48","date_gmt":"2023-12-31T11:06:48","guid":{"rendered":"https:\/\/www.process.st\/templates\/customer-onboarding-process-in-banking\/"},"modified":"2026-02-16T19:03:48","modified_gmt":"2026-02-16T19:03:48","slug":"customer-onboarding-process-in-banking","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/customer-onboarding-process-in-banking\/","title":{"rendered":"Customer Onboarding Process in Banking"},"content":{"rendered":"\n<section id=\"customer-fills-up-the-application-form-online\">\n <h2>Customer fills up the application form online<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/pMR32aqOtx4RuVFta_1G9w\/Customer-Onboarding-Process-in-Banking.png\" alt=\"Customer fills up the application form online\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/pMR32aqOtx4RuVFta_1G9w\/Customer-Onboarding-Process-in-Banking.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">Please fill out the online application form provided, providing accurate and complete information. Your application will be used to initiate the customer onboarding process, ensuring a smooth transition into our banking services. Incomplete or incorrect information may result in delays or account rejection. Any questions or concerns can be directed to our customer support team.<\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Full Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of Birth <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Email Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"number-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Phone Number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"initial-verification-of-the-filled-application\">\n <h2>Initial verification of the filled application<\/h2>\n <div class=\"text-content\">Upon receiving your completed online application, our team will conduct an initial verification to ensure that all required sections of the application have been filled accurately. This verification step helps to prevent any potential issues or delays in the customer onboarding process. If any discrepancies or missing information is identified, we may reach out to you for clarification or additional documentation.<\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Verification Checklist <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Confirm identity details<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Check supporting documents<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Validate contact information<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Verify employment details<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">5<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Review application for completeness<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"officer-reviews-the-submitted-application\">\n <h2>Officer reviews the submitted application<\/h2>\n <div class=\"text-content\">Once the initial verification is completed, one of our officers will thoroughly review your submitted application. This step ensures that all necessary information has been provided and meets our account opening requirements. If any issues or concerns arise during this review, we will contact you for further discussion or clarification.<\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Review Outcome <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Approved<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Rejected<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Requires further information<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Officer Comments <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-officer\">\n <h2>Approval: Officer<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Initial verification of the filled application<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"opening-of-account-with-temporary-account-number\">\n <h2>Opening of account with temporary account number<\/h2>\n <div class=\"text-content\">Upon approval of your application, we will proceed with the account opening process and assign a temporary account number. Your temporary account number will allow you to start accessing certain banking services while we finalize the account setup. Please make sure to take note of your temporary account number for future reference.<\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Temporary Account Number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Account Opening Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"collection-and-verification-of-required-documents\">\n <h2>Collection and verification of required documents<\/h2>\n <div class=\"text-content\">To complete the customer onboarding process and ensure the accuracy and validity of your account information, we require certain documents to be submitted. Please provide the following documents for verification:<\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Required Documents <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Proof of Identity<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Proof of Address<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Income Verification<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Employment Verification<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">5<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Bank Statements<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload Documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"branch-manager-reviews-customer-application-and-supporting-documents\">\n <h2>Branch manager reviews customer application and supporting documents<\/h2>\n <div class=\"text-content\">After receiving and verifying the required documents, the branch manager will review your application and supporting documents. This step ensures compliance with applicable regulations and confirms the accuracy of the provided information. In case of any discrepancies or issues, the branch manager may request additional documentation or clarification.<\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Branch Manager <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Review Checklist <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Verify document authenticity<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Confirm compliance with regulations<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Validate customer information<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Ensure all required documents are included<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-branch-manager\">\n <h2>Approval: Branch Manager<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Officer reviews the submitted application<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Collection and verification of required documents<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"issuance-of-welcome-kit\">\n <h2>Issuance of welcome kit<\/h2>\n <div class=\"text-content\">Once your application and supporting documents have been reviewed and approved, we will issue a welcome kit to you. This kit will contain important information regarding your new account, including account details, terms and conditions, and key contact information. Please keep this welcome kit secure and readily accessible for future reference.<\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Welcome Kit Issuance Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Welcome Kit Tracking Number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"creation-of-permanent-account-numberpan\">\n <h2>Creation of Permanent Account Number(PAN)<\/h2>\n <div class=\"text-content\">As part of the customer onboarding process, we will generate a Permanent Account Number (PAN) for you. The PAN is a unique identification number that will be linked to your account and used for various banking and taxation purposes. Please ensure that the PAN is kept confidential and securely stored.<\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Permanent Account Number (PAN) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"online-banking-service-setup\">\n <h2>Online banking service setup<\/h2>\n <div class=\"text-content\">To provide you with convenient access to your account and banking services, we will set up your online banking account. This will allow you to manage your account, view transactions, make transfers, and access various online banking features. Please provide the required information to proceed with the setup.<\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Desired Username <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Desired Password <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"credit-card-request-processing\">\n <h2>Credit Card request processing<\/h2>\n <div class=\"text-content\">If you wish to apply for a credit card, please indicate your request, and our team will proceed with the necessary steps to process your application. Credit cards can provide you with additional financial flexibility and various benefits. Please note that credit card applications are subject to approval based on eligibility criteria.<\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Credit Card Request <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes, I would like to apply for a credit card<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No, I don't want to apply for a credit card<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"banker-reviews-entire-customer-profile\">\n <h2>Banker reviews entire customer profile<\/h2>\n <div class=\"text-content\">To ensure we have a comprehensive understanding of your financial needs and preferences, one of our bankers will review your entire customer profile. This step helps us tailor our services to better meet your requirements and provide personalized recommendations. If any discrepancies or issues are identified during the review, we may contact you for further discussion or clarification.<\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Banker <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Review Checklist <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Assess customer needs<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Evaluate risk profile<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Review account activity<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Identify cross-selling opportunities<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-banker\">\n <h2>Approval: Banker<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Branch manager reviews customer application and supporting documents<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Credit Card request processing<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"setup-debit-card-and-cheque-book\">\n <h2>Setup Debit Card and Cheque book<\/h2>\n <div class=\"text-content\">As part of your account setup, we will arrange for the issuance of a debit card and a cheque book. The debit card allows you to conveniently access your funds through ATM withdrawals and point-of-sale purchases, while the cheque book provides you with a method of making payments. Please provide the required details to proceed with the setup.<\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Debit Card Delivery Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Cheque Book Delivery Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"customer-receives-debit-card-and-cheque-book\">\n <h2>Customer receives Debit Card and Cheque book<\/h2>\n <div class=\"text-content\">Once your debit card and cheque book are ready for delivery, they will be sent to the provided delivery address. Please ensure that someone is available to receive these items and sign for their delivery. Upon receiving the debit card and cheque book, please review them for accuracy and report any issues to our customer support team.<\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Delivery Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Delivery Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"customer-onboarding-completion-call\">\n <h2>Customer onboarding completion call<\/h2>\n <div class=\"text-content\">To finalize the customer onboarding process and address any remaining questions or concerns, we will schedule a completion call with you. During this call, our representative will guide you through any necessary steps, explain account features, and offer further assistance. Please ensure that you are available at the scheduled time.<\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Preferred Call Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Preferred Call Time <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"customer-feedback-collection\">\n <h2>Customer feed-back collection<\/h2>\n <div class=\"text-content\">Your feedback is valuable to us as it helps us improve our services and ensure that we meet your expectations. Please take a few moments to provide feedback on your customer onboarding experience. 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