Message Builder
Correspondence

Email

Pick the type, then work in a focused form.

6 email tools shown for Client Services.
Requests
Requests
Request statements, bank audit certificates, and account confirmation documents.
All roles
Appointments
Appointment confirmation
Confirm a client appointment and list any supporting attachments.
All roles
Setup
Banking setup instructions (PDF attached)
Send banking setup instructions when the PDF and follow-up guidance are needed.
Client Services · Client Services Specialist · Personal Banker · Admin/Support
Follow-up
Follow-up
Summarise next steps, reminders, or points that need a clean follow-up email.
All roles
Acknowledgement
Received / acknowledged
Acknowledge that a request or document has been received.
All roles
Support
Support email
Internal requests for support processing.
Internal