For account holders
A relationship that doesn’t wait for a question.
Offer helpful check-ins after account opening and at planned milestones, giving account holders another reason to engage.
Features > Proactive outreach
Make the first move. Build a stronger relationship.
Reach account holders through their mobile banking app and bring them straight into chat. Keep the connection going with scheduled campaigns and employee follow-up.
Send push notifications through your mobile banking app that open directly into chat within digital banking.
Plan a series of messages around onboarding and ongoing follow-up.
Notify employees by email, dashboard, or both when it’s time to reach out.
See sent and upcoming messages within an account holder’s campaign history.
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Define the messages and timing
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Add account holders to a campaign and choose a start date
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Include employee notifications where personal follow-up matters
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Review campaign progress and upcoming messages
For employees
A timely prompt for a personal touch.
Use campaign notifications to remind employees when to follow up and what the next conversation should cover.
For managers
A consistent approach to staying connected.
Define repeatable outreach sequences that combine account-holder communication with employee action.
Support deeper conversations through persistent messaging within digital banking.
Give employees access to relationship history and campaign activity as they prepare to follow up.
Shape ongoing service around your institution’s dedicated, team, pooled, or hybrid approach.
Control which employees can create, manage, and review campaigns.
Set campaign messages and schedules around your approach to account-holder communication.
Review campaign status, sent messages, and scheduled next steps.
