Automation

Our omni-channel automation platform enables your sales, service and marketing teams with a powerful tool to design and automate complex customer communication journeys.

Design complex customer journey maps.

Automate workflows.

Create and send engaging emails, letters, SMS, surveys/forms.

Deliver consistent CX across the organisation Generate outbound opportunities.

Best practise

We maintain an expanding catalogue of best practice examples that will be tailored to your requirements.

Examples include:

Customer Onboarding

Engaging and educating new customers about available services, features, and benefits that your organisation offers.

Milestone Celebrations

Recognising significant life events such as birthdays, anniversaries, or financial milestones.

Milestone Moments

Through advanced analytics and profiling, we identify customers who are soon to be in the market for specific products, such as saving to purchase a home or looking to invest in property.

Customer Support Interactions

Ensuring that any issues or concerns reflected in feedback channels (i.e. NPS) are addressed to enhance customer loyalty and advocacy.

Digital Engagement

Encouraging the use of online and mobile banking platforms based on type of usage or non-usage.

Loan Application

Providing clear guidance and support during this process to build trust and advocacy.

Compliance communications

Eliminate manual processes by streamlining the creation and deployment of interest rate changes, term deposit certificates and maturity notices, direct debit dishonours, overdrawn account notices, and more.