Message Builder

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