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

How it works

  1. Agent takes the cohort your rules mark newly eligible.
  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.

Data sources

Eligibility rules Product terms Adviser calendars

What it targets

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