Simplify account servicing

Drive efficiencies & deliver a better experience

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Kiss old-school mailers goodbye

If people have multiple expiring leases or CDs, they typically get multiple mailers. Other time-sensitive notices are slow to arrive. Improved the experience. Go digital.

The Servicing Solution

Save time, paper & postage

If people have multiple expiring leases or CDs, they typically get multiple mailers. Other time-sensitive notices are slow to arrive. Improve the experience. Go digital. Get the Servicing Solution designed for banks & CUs.

375%

more direct deposits

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375%

more direct deposits

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64%

lower attrition rate

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50%

increase in eStatements

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8x

Online banking enrollments

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27%

reduction in phone calls

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168 hours

per year saved digitizing CD renewals

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260 hours

per year saved automating vehicle title collection

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375%

more direct deposits

Read the case study

64%

lower attrition rate

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25%

lower attrition rate

Read the case study

50%

increase in eStatements

Read the case study

8x

Online banking enrollments

Read the case study

375%

more direct deposits

Read the case study

64%

lower attrition rate

Read the case study

25%

lower attrition rate

Read the case study

50%

increase in eStatements

Read the case study

8x

Online banking enrollments

Read the case study

Automate your servicing notifications

Alert account holders faster & help people take action

CD maturity
Lease expiration
Dormacy
Loan expiration
Alerts
Payment due dates
Auto titiling
Account funding

Get what you need to succeed

Engage people in & outside digital banking

Multi-product notifications

Save a boatload. Send one notification about multiple products. Share the details account holders need to take action on all expiring CDs & leases.

Winning campaign templates

Our templates drive results. We’ll help you edit or create campaigns from scratch. Get emails, texts, microsites & digital banking units.

Dormancy prevention

Identify inactive accounts. Inform customers & members that their accounts are at risk. Reengage them before accounts fall dormant.

Recommended targeting

Leverage best-practice recommendations & our automated targeting engine to reach the right account holders. Stop creating custom lists.  >>Learn more

Critical account notifications

Enlighten people before problems multiply. Events like NSF & overdrafts need immediate attention. Replace snail mail with digital notices.

Best-practice cadences

Alert account holders, so they can take immediate action. Use our best-practice schedules. Messages will stop when actions are done.

Access resources & learn more

Product Sheet

Servicing made simple

Automate & streamline servicing processes. Replace mailers & manual work. Save time & deepen relationships

Download the sheet

Deep Dive

Make surveys actionable with our Survey Retargeting Widget

Automatically deliver personalized offers that customers & members value.

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Deep Dive

Deepen relationships via digital banking

Deliver campaign content, tools & widgets inside digital banking with our Cross-Channel Engagement Tool. Sync reporting & analytics across channels.

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