Introducing the New Entity Switcher in VELTA

We are pleased to introduce the new Entity Switcher feature in VELTA, designed to make managing multiple entities simpler, faster and more intuitive.

This enhancement gives users a dedicated workspace for each entity, making it easier to access relevant information, navigate the platform and move seamlessly between entities when needed.

What Has Changed?

When you log in to VELTA, you will notice an updated dashboard experience featuring the new Entity Switcher.

The Entity Switcher allows you to select and work within a specific entity, helping you focus on the information and services most relevant to your current task. Users can easily move between entities using the entity selector, access favourited entities directly from the dashboard or navigate through the All Entities view for a complete overview.

The updated experience has been designed to reduce unnecessary steps and create a more streamlined journey throughout the platform.

Why We Have Made This Change

As organisations grow, managing multiple entities efficiently becomes increasingly important.

The new Entity Switcher has been introduced to provide a simpler and more intuitive way to work across entities. By creating a dedicated workspace for each entity, users can navigate more efficiently, access information more quickly and enjoy a smoother overall experience.

Key Benefits

Improved Speed and Responsiveness

The updated experience helps users move around the platform more efficiently, delivering a faster and more responsive experience.

Simpler Navigation

Switching between entities is now more intuitive, helping users access the information they need with fewer steps.

Quick Access to Frequently Used Entities

Users can favourite commonly used entities, making it even easier to jump directly to the entities they work with most often.

A Clearer Dashboard Experience

The updated dashboard provides a cleaner and more intuitive workspace, helping users find information and complete tasks more effectively.

What Remains Unchanged?

To ensure key activities remain simple to manage, several services will continue to provide a consolidated view across all entities, including:

• Secure Messages
• Mandates
• Authorisations

These services remain accessible regardless of the entity currently selected, allowing users to manage important activities from a single location.

See It in Action

To help you get familiar with the new experience, we have created a short demonstration video showcasing the Entity Switcher and updated dashboard.

Watch the demo video:

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The views, thoughts and opinions expressed within this video are those of the speaker/ presenter, and not those of Capital International Group Limited (Group) and/or any of its subsidiary companies and as such are neither given nor endorsed by the Group or any company within the Group. Information in this video does not constitute advice and/or an offer and/or an invitation by or on behalf of any company within the Group to buy or sell any product or security or to make a bank deposit.Opinions constitute views as at the date of issue thereof and are subject to change.

Capital International Bank Limited is a wholly owned subsidiary of Capital International Group Limited (www.capital-iom.com) a privately owned financial services group based in the Isle of Man.Capital International Bank Limited is licensed by the Isle of Man Financial Services Authority and operates as a non-retail, restricted deposit taker under a Class 1 (2) licence. Deposits are not covered by the Isle of Man Depositors’ Compensation Scheme and terms and conditions apply.Capital International Bank and Capital International are trading names of Capital International Bank Limited. Capital International Bank Limited is also licensed by the South African Reserve Bank Prudential Authority to conduct the business of a Representative Office in South Africa.