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Step 3

Find onward support

The final step

Here, we’ll look to the future and help you get the very best from Bankline.

1. Check in with your team

Once you’ve had time to start using Bankline, we recommend arranging a quick check in with your administrator and team. 

You could ask questions about how your team uses Bankline and cover things like: 

  • Are the roles and limits you’ve been given with working out?
  • Any tips, ideas, or best practice to share.
  • Should you be using the Bankline Mobile app? 
  • Security protocols and processes.

2. Security advice

We recommend signing up for our fraud awareness webinar

It’s not Bankline specific, but it will help everyone in your team to be aware of common threats, like invoice redirection scams, and how to guard against them. 

For general security advice and support you can visit our security centre for support

The National Cyber Security Centre also has free resources for organisations of all sizes. 

Check out the National Cyber Security Centre.

Get the best from Bankline

We often make improvements and introduce new features to Bankline based on customer feedback. We’ll let you know about these changes as they arrive, and you can keep up with the latest by reading our Bankline blog
 

So far, we’ve covered the essentials. But these optional extras will help you get the very best from Bankline:

Bankline Mobile

Consider if Bankline Mobile could be useful to your team. 

With the app you can take Bankline on the move, and do essential everyday things like:

  • Checking balances and accounts.
  • Raising and approving payments without a smartcard, by using your phone’s biometrics (if your phone has fingerprint and/or face recognition).
  • Depositing cheques, up to certain daily limits.
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Bankline Mobile is available to Bankline customers on selected iOS and Android devices with a UK or international mobile number in selected countries. It’s free to use and download, but standard payments fees still apply.

Join our Customer Panel and tell us what you think

Joining our customer panel is a great way to find out about new developments in Bankline and share your views. 

If you join, we’ll reach out with news about new features and opportunities to take part in testing and research

You’ll be helping us shape the future of Bankline, and making sure it works well for you and your team in the process.

Join the panel 
 

If you have specific feedback you’d like to share, just drop us a line at banklinefeedback@rbs.co.uk

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Bring your other Royal Bank services together in Bankline

If you use other Royal Bank services you may be able to connect some of them in Bankline. This means you could open them securely from your Bankline session, without needing an additional log-in step. 

Currently you can connect your ClearSpend and Agile Markets accounts, and we’ll be adding more services and more integrated features over time. 
 

Learn how to connect your services

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Account Servicing

Account Servicing lets you complete everyday banking tasks online, without having to pick up the phone or send off forms.

Onward support when you need it

Whenever you’re using Bankline, there’s always help close at hand. 

For quick answers and trouble-shooting the best place to start is with our support FAQ pages or a chat with Cora.

If you need to speak to a person, Cora can connect you to a Bankline expert, in working hours. You can also call our Bankline helpdesk. 

We hope you enjoy using Bankline!

That’s it, for now. You and your team should be in a great position to get the best from Bankline, and we’ll still be here to help whenever you need us.

Thank you for taking the time go through this hub.

If you’ve any feedback for us about the hub or Bankline, please drop us a line at banklinefeedback@rbs.co.uk