Message Builder
Dashboard
SMS
Email
Settings
Correspondence
SMS
Pick a text type, then fill out a focused form.
4 templates ready to use.
Setup
Temporary Internet Banking password
Send a temporary Internet Banking password and optional welcome wording.
All roles
Appointments
Appointment reminder
Confirm an appointment time, location, and banker in a short text message.
All roles
Cards
Card ready to pick up
Let a client know their card is ready for collection.
All roles
Term Deposits
Term deposit matured
Notify a client that their term deposit has matured and prompt next steps.
All roles