The New Bank Account Onboarding solution provides a simple way for banks to minimize the effort to provide a personalized onboarding service to all clients. The solution takes away a significant portion of manual tasks from the bank staff (e.g., sending messages and tracking them manually), saving time and resources.
The bank staff creates a series of pre-built new account onboarding messages that will be sent to new clients automatically.
Whenever a new client opens a new bank account, the templates are triggered to send by the solution.
The solution pulls data from the client’s contact record, automatically personalizing the templated messages and sends a personalized copy of each onboarding message at a regular interval.
Clients also receive a feedback request that allows them to fill out a digital form to provide feedback, ask questions, or provide service suggestions.