Real-time communication
during the application process

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The Problem

Customers are disconnected and out of the loop if they do not receive status updates at each step of the onboarding process.

The Solution

Messaging's system-generated notifications keep customers up-to-date during the onboarding experience, saving banking staff time from drafting custom emails.

Features & Benefits

Email and SMS notifications

Automate alerts to share status updates with your customers and third-party dealers.

Cloud communications

Scale your text and email operations with continuous customer engagement.

Message templates

Pre-fill customer data to deliver intuitive, personalized journeys.

Usher your customers
from application to close

The banking industry is moving fast, and one missed communication with a customer could jeopardize the relationship. Leverage business process automation to usher your customers or indirect dealers seamlessly through complex application processes. With automated status updates, it's never been this easy to customize your messaging and serve your community every step of the way.

2-factor authenticaion

Financial Institutions Using this Product

Want to improve your onboarding
experience and back-office operations?

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