MANAGING CLIENT OUTREACH IN THE FINANCIAL INDUSTRY

Regulatory and business events often require financial institutions to communicate to clients at scale and fast. Xceptor can automate and control complex and high value client communications enabling operations teams to create outreach programs in hours. With full auditability and tracking, the solution is suitable for both mass one-off and regular communications to suit business needs.

In this session, you will find out how you can easily:

• Perform complex client outreaches to the market
• React quickly to events with minimum effort
• Remove labour intensive manual activity
• Track open outreaches as a whole or at client level
• Provide automatic natural language chasing to prompt client activity
• Integrate with existing data stores and document repository solutions

Our Client Onboarding solution can also consume data from Xceptor’s Client Outreach offering.