Automated New Account Onboarding Use Case for Banks

Automatically welcome clients, share resources, offer assistance, and provide engagement.

Looking for an account onboarding solution?

SimplyCast has a ready-to-go, automated new bank account onboarding solution for your bank’s client relationship management team. You can sign up and launch your customized automated bank account onboarding solution by clicking the button below!

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Streamline New Bank Account Onboarding Process

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How do you...

See How SimplyCast Does It

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  • Can I create automated messages without any technical knowledge?
    Definitely. SimplyCast is the world’s only no code/low code digital engagement platform with drag-and-drop functionality. Our super-friendly and intuitive UI allows you to build a series of hyper-customized, automated messages for your banks without any coding or technical skills. All messages will be triggered at the time you have set.
  • Do I need to streamline all tools by myself?
    No. SimplyCast’s new account onboarding solution is already built and 100% ready-to-go. You do not need to streamline any of the tools. We have built this solution with our in-house technology including marketing automation platform, email platform, SMS platform, digital form developer, and CRM software. All these tools are already integrated. All you need to learn is the basic know-how of using our platform (which is super easy).
  • Do I get help to set up the process?
    Of course. SimplyCast has a dedicated team of account managers ready to serve clients. On top of the onboarding and training, clients can always reach out to their dedicated account manager if they need any help or clarification regarding SimplyCast platform.
  • Is this platform secured?
    Yes. SimplyCast has an enterprise-grade security system to protect our clients’ data. We an ISO 27001:2013 certified platform with data centers in the USA and Canada. Your data will be safe in our secured servers.
  • I want to use your platform for other banking services. Can you handle such volume?
    Definitely. SimplyCast is a hyper-scalable platform. We can send approximately 100,000+ messages/hour with 10,000+ concurrent sessions. Our digital forms can capture unlimited leads. Same goes for our CRM with nearly unlimited contact storage capacity, which is more than enough to execute this solution at ease. If you need more firepower, we can always get additional servers and gateways for you.

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