April Newsletter: Making a Splash in 2021
BURNABY, BC, CANADA, April 15, 2021
What we’ve been up to
Spring is here; birds are chirping, flowers are blooming, and we hope everyone’s frolicking in the sun. We’ve been busy as bees lately because we have clients that are going to launch our MobiBranch. We are absolutely ecstatic about this fully-integrated platform that will change the ways of traditional banking. The mobility aspect of this application is a game-changer because it gives employees the flexibility they need to deliver quality service to clients outside of the branch. It’s secure. It’s new. It’s innovative.
If you would like to know more about our MobiBranch, please contact us.
Hot Topic #1 – Training Courses
Did you know we offer training courses for our institution partners? If your team ever needs any additional training or needs any refresher courses, you can reach out to us and we will be happy to go over any features and questions you may have.
We also have a variety of training manuals for reference purposes.
Hot Topic #2 - Marketing Banner Service
We offer FREE banner design services for our institution partners. These marketing banners can be used for the online web banking and the MobiBanking app. We can even show you how to use our in-house marketing tools to upload these banners. Your team will have the flexibility to market new products and services to your clients without the extra advertisement expenses.
Tip of the month – Alerts
There are many different internal and client-side alerts included in our products.
For the internal side, there are automated and manual alerts. Automated alerts are used to notify staff of any client orders, service requests and application submissions. Manual alerts on the other hand, give the staff the ability to reach out to the client or a group for security or marketing purposes. Let's talk about them below:
Manual Security Alerts - Staff can send a manual security alert to the client to notify them of suspicious account activity or anything of importance that needs to be addressed by the client. An important note is to ensure you don’t include links in the message due to phishing reasons and to never include any sensitive information such as account numbers. One can never be sure who is on the receiving side, so it is best to get the client to contact the branch for more information.
Manual Marketing Alerts - Staff can send manual marketing alerts to clients that have opted into marketing. Whether it's a new product, service, promotion, or incentive, it's a great way to quickly announce and share the information with your clients.
For client-side alerts, they can choose from the list of institution-enabled system alerts. Clients can use these alerts to monitor their account activities as well as retrieve daily balances. One thing to note is something called grandfathered alerts.
Simply put, grandfathered alerts are the ones the client has enabled prior to the institution disabling the alert in the back-office administration. While no new clients are able to activate the alert, those that activated the alert previously will still continue to work until the client disables it on their side. When they disable it, the alert will disappear from view so they are unable to activate it again.
Hopefully the above helps with understanding alerts in general. Should you ever have any questions about alerts or any of our products, please feel free to contact us.
To learn more about Mobile Banking, MobiBranch and Contactless Branch, stay up-to- date on industry trends by subscribing to our blog.