Increase Client Satisfaction with Reminders
Clients can receive automated reminders when a bank fee is due or when it is time to review an investment. For the most part, everyone is doing online banking in some way. That is where we see when fees were taken out of our account each month. But sometimes, those fees can mess up balances for other payments. If you set up a reminder for clients that they will receive a few days before, that will allow them to make sure everything is set. This could be for bank fees, selected automatic payments, and other personal choices.