Abschlussstrecke

English translation: step-by-step new customer registration

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)

German term or phrase:	Abschlussstrecke
English translation:	step-by-step new customer registration
Entered by:	Daniel Arnold (X)

14:18 Feb 26, 2020

German to English translations [PRO]
Bus/Financial - Finance (general)

German term or phrase: Abschlussstrecke

This is about the IT-based process involved e.g. when a customer opens a new bank account. There is a set of steps - customer data, identity documents, account features - that have to be completed by the bank employee on screen. in German, the procedure is "Abschlussstrecke" - has anyone come across the EN term for this? Apparently also used a lot in relation to insurance, but I have been unable to locate the EN translation.... Many thanks for your help.

Daniel Arnold (X) KudoZ activity Questions: 59 (none open) (3 without valid answers) (9 closed without grading) Answers: 483 Australia
Local time: 16:15

multi-step registration (sign up)

Explanation:
Abschlusstrecke, Beispiel:
1. Füllen Sie schnell und bequem die Online-Anfrage aus. Mit nur wenigen Klicks versenden Sie Ihre unverbindliche Anfrage an die Volksbank Freiburg eG.
2. Beschleunigen Sie die Bearbeitung Ihrer Anfrage, indem Sie im letzten Prozessschritt zusätzlich erläuternde Unterlagen hochladen – je nach Art Ihrer Anfrage z. B. Ihren Jahresabschluss bzw. Ihre Einnahmenüberschussrechnung, Ihren HR-Auszug oder Ihren Kaufvertrag.
3. Ein Bankmitarbeiter meldet sich – abhängig von Ihrem Wunsch – entweder telefonisch oder per E-Mail bei Ihnen. Gemeinsam klären Sie mögliche verbliebene Fragen.
4. Sie erhalten zeitnah ihr individuelles, freibleibendes Angebot von Ihrer Volksbank Freiburg eG.
https://www.volksbank-freiburg.de/firmenkunden/finanzierung/...

Maybe sth with “multi-step” could work?
https://tinyurl.com/qvmz238

you could use
Multi-step sign up process / multi-step registration form/template

A multi-step form is a long form that is broken into multiple pieces.
https://blog.hubspot.com/marketing/multi-step-forms

Selected response from:

Johanna Timm, PhD
Canada
Local time: 07:15

Grading comment

Thanks Johanna
2 KudoZ points were awarded for this answer

Summary of answers provided

3 +2

new (customer) account workflow

Steffen Walter

3 +1

multi-step registration (sign up)

Johanna Timm, PhD

conclusion process

Vittorio Ferretti

Discussion entries: 9

Answers

12 mins confidence:

conclusion process

Explanation:
eine wörtliche Übersetzung

Vittorio Ferretti
Local time: 16:15
Works in field
Native speaker of:

German
PRO pts in category: 16

Notes to answerer

Asker: Thank you!

2 hrs confidence:

peer agreement (net): +2

new (customer) account workflow

Explanation:
... as an alternative to your own suggestion.

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Note added at 2 hrs (2020-02-26 16:39:32 GMT)
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"Abschluss" seems to mean something like "(deal) closing", but I wouldn't use this term in this particular context.

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Note added at 2 hrs (2020-02-26 16:57:00 GMT)
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... and "Strecke" designates a sequence of work steps.

Steffen Walter
Germany
Local time: 16:15
Specializes in field
Native speaker of:

German
PRO pts in category: 400

Notes to answerer

Asker: Thank you STeffen!

6 hrs confidence:

peer agreement (net): +1

multi-step registration (sign up)

Johanna Timm, PhD
Canada
Local time: 07:15
Native speaker of:

German
PRO pts in category: 179

Grading comment

Thanks Johanna

Notes to answerer

Asker: Thank you Johanna!

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Abschlussstrecke

English translation: step-by-step new customer registration

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English translation: step-by-step new customer registration

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