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Financial Institutions
Financial Institutions

User guide: Searching and connecting with Financial Institutions

Updated over 9 months ago

1. Search:

  • Use the search bar to filter Financial Institutions (FIs) by keywords or phrases.

  • Results display matching FIs, with indicators like "Connected" or "Requested" for your connection status.

2. View:

  • Click the "View" button to access detailed profiles of Financial Institutions.

  • Send connection requests via the displayed "Connect" button on the profile page.

Efficiently navigate the Financial Institutions section to identify potential collaborators, manage connections, and send connection requests for fruitful collaborations.

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