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Account Balances
Provide customers with daily or weekly checking,
savings and money market account balances. Notify
customers when they reach a specified limit and enable
them to automatically transfer funds or speak with a
service agent.
Deposits and Check Presentment
Offer customers the ability to track checks and
receive deposit notifications via alerts to any
communications device.
Bill Payment and Presentment
Alert customers to bill presentments, cleared payments
and problems with payments due to insufficient funds.
New
Products and Services
Intelligently tie offers for related products to existing product
notifications (credit card balance messages contains
offer for home equity loan).
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Spending Limit Exceeded
Notify customers when they are approaching or have
exceeded spending limits.
Loan Status Updates
Keep borrowers up to date on the status of their home
loan and enable them to connect to a loan officer or
to forward the message to others involved.
Investment Status
Provide retail customers with advance notice that a CD
is maturing.
Cash Management Alerts
Deliver proactive information to cash management
customers for positive pay, maturing money market
instruments, account balances, wire transfers, lock
box postings, controlled disbursement and letter of
credit payments.
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Stock Updates
Provide brokerage customers with threshold alerts on
equities, earnings reports, and analyst
recommendations with a response option to connect to
personal broker.
Maturing Investments
Alert investors to bond maturities and other financial
instrument deadlines.
Seminar Reminders
Improve attendance at seminars with interactive voice
notifications that ask clients to confirm or
reschedule.
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Maintenance Calls
Automatically deliver account maintenance calls
providing the opportunity to connect to a live agent.
Incomplete Applications
Send potential investors follow-up calls for
incomplete applications, capturing updated information
directly over the telephone or through a transfer to
the call center.
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Fraud Processing
Automate fraud alerts to customers and immediately
collect responses from any device.
Account Activity
Notify customers by voice or text when transactions
post to their accounts and credit limits are about to
be reached.
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Stored Value Alerts
Alert customers when stored values reach low
thresholds and drive them to your web site or call
center to replenish accounts.
Promotions
Market special offers to existing and potential
customers using a unique opt-in approach. |
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Renewal Notifications
Notify customers when insurance policy renewal
payments are due.
Late Payment Reminders
Contact customers just before the paper reminder is
mailed and allow payment right on the call with credit
card processing or a transfer to the call center.
Appointment Scheduling
Schedule renewal, claims, and medical appointments
with customers. Send follow-up calls to remind
customers and confirm appointments.
Confirm receipt of information
When the law requires a receipt confirmation of
information, send customers the highly personalized
information and offer personalized response options
that automatically mark up your customer data files.
For example: "Your application has been approved
and you are eligible for our special discounted rate.
To apply for..." |
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Claims Status
Speed up the claims settlement process by notifying
customers on the status of their claims, and connect
them directly to the adjuster working on their claim.
Application Processing
Provide customers with status alerts and receipt
confirmations throughout the insurance application
process. Place automated calls to clarify or submit
missing medical information prior to life insurance
approvals and upgrades.
Discounts on Premiums
Notify your customers of discounts and special
programs that may save them money on their individual
automobile insurance premiums. Because the discounts
and programs vary by state and circumstance, messages
are highly personalized and engender customer loyalty.
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