Financial Services · Servicing

Eligibility & Product Change Notification

Notify eligible customers and get the conversation to a licensed adviser.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Agent takes the cohort your rules mark newly eligible or affected by a product change (e.g., a rate tier shift), via the core banking/policy administration system.
  2. States the fact only: what they're eligible for, and from when.
  3. Offers to book an adviser call — that is the whole call to action.
  4. Books it into the diary and confirms, consent respected throughout.
  5. No recommendation, no suitability view, no comparison — the agent notifies; the adviser advises. Notification and any follow-up request are logged to the CRM.

Data sources

Eligibility rules Product terms Adviser calendars CRM

What it targets

  • Eligible customers notified Target 99%
  • Adviser calls booked Target 19%
  • Recommendations made by the agent Target 0