Financial Services · Servicing

Annual Review & Rate-Change Outreach

Book the annual reviews and rate-change conversations that would otherwise lapse.

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 due a review or affected by a rate change.
  2. Notifies each customer on their channel, in their language, consent respected.
  3. States the facts only — what changes, when, what their options are procedurally.
  4. Books the review with the right adviser, straight into the diary.
  5. No recommendation is ever made — the conversation itself is the adviser's.

Data sources

Product & renewal dates Rate-change notices Adviser calendars

What it targets

  • Affected customers notified Target 99%
  • Reviews booked Target 15%
  • Opt-out rate Target 1%