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5 More Ways Banks Can Leverage SimplyCast Other Than Client Onboarding

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Financial Institutions

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Marketing Automation Software | Personalized, Automated Communication

3 min read

5 More Ways Banks Can Leverage SimplyCast Other Than Client Onboarding

If multi-functional software is key for your business, SimplyCast has a comprehensive platform with over 20 digital engagement and emergency channels. Powered by a state-of-the-art marketing automation platform, you can use SimplyCast in nearly unlimited ways for almost all types of digital engagement purposes.

The same goes you if you choose to use SimplyCast’s automated client onboarding solution for banks! Using this solution, you can automate and streamline your entire new customer onboarding process - from customers starting a new bank account to building a base of loyal customers through automated engagement. If you are not familiar with this solution, and reasons why you should use this solution to boost your bank’s client onboarding process, check out this blog.

In this blog, we will explain that like our other clients you can also use this platform for purposes other than just client onboarding. How? It’s simple: when you subscribe to the SimplyCast platform, you gain access to a comprehensive set of tools. Using these tools, you can easily build solutions for any digital engagement challenge your bank is facing.

Here, we have featured the top five options you may want to consider.

Number #1: Business Development

Business development is the beginning of your revenue cycle. Banks have many operations that require a constant feed of leads that need to be nurtured and converted into clients. Using SimplyCast, you can set up your own customized business development process. You can build your own lead-capturing digital form that can be embedded on landing pages or websites, store leads in the CRM, and nurture those leads in a systematic way until they convert.

Number #2: Contact Tracing

Being one of the best innovations by SimplyCast, the digital contact tracing solution is helping organizations trace patrons who visited them. The COVID-19 pandemic has made it mandatory in many jurisdictions for businesses to keep record of visitors so, if there is a COVID-19 exposure, alerting visitors who are at risk becomes easier. Using SimplyCast, you can ensure that visitors to your banks can check themselves in without any physical contact. They just need to do is to send an SMS to a shortcode from their mobile phone. All you need to do is to hang a signboard with check-in details at the entrance, requesting visitors to check-in before they enter.

Number #3: Mass Notification

SimplyCast’s digital engagement channels can also be used to send mass notifications. For instance, if you want to inform your clients about a potential service disruption via personalized voice broadcasts, all you need to do is to type your message in the voice broadcasting app, select contacts, and schedule the broadcast. Then all those contacts will get a personalized service disruption notice. You can also try the suite of emergency communication apps if you are looking for a complete emergency communication solution.

Number #4: Appointment Reminders

One of the most annoying things for bank advisors is when people miss an appointment. You can save time by using SimplyCast’s appointment reminder solution. Using this solution, you can set up a digital engagement campaign that will automatically send reminder when someone’s appointment is coming up. It can be a day before, a few hours before, and a couple of minutes before. This is quite handy when your bank’s branches are busy.

Number #5: Employee Recruitment

Another outstanding use of SimplyCast’s digital engagement platform is employee recruitment. Using a digital form, you can collect candidate information as well documents such as CVs, work samples, etc. All information is stored in a CRM. You can easily segmentize candidates for different jobs and manage them in pipelines. In that way, you can easily manage the entire recruitment process. Not only that! You can also send them updates if you want to. For instance, you can send personalized emails to candidates who were not selected and send personalized congratulation messages to those who are selected for a role.

So, here are the top 5 ways you can use SimplyCast alongside accelerating your new client onboarding process. Depending on your subscription, you will not need to pay any additional fees except for the usage. And, as you know, you will be only billed for what you use. A true winning situation for you, indeed!

Want to learn about more ways to use SimplyCast for your bank? Our experts are just one click away.

Book your one-on-one demo today!

Keywords:

banking

client onboarding

banking automation

automated onboarding solution

mass notification

business development

contact tracing

appointment reminders

recruitment

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