How to invite one or more client to specific banks
How to manage bank changes without communicating manually one client at a time? Can Ledgersync request clients to update their info in bulk?
Lets take the following scenario:
Scenario 1
You need to invite many clients to update a specific bank because the bank made a policy change. For example, Chase Bank made a policy change and is now requiring everyone to update their bank connections. With Ledgersync Communication Center you can mass request all clients to update their Chase connections. Each client receives a customized text message with a link that directly takes them to Chase to add in their credentials.
Scenario 2
Your client has been added to Ledgersync and they signed up for a new credit card. You can send that client a specific targeted text message in which you "pre-define" the bank connection you want them to add.
How this works?
Step 1- Go to the Client Communication Center
Step 2- Create a general text template
- Click on "Add New Template"
Step 3- Select "Invitation" and write the text message. Please note use the place holders.
When the text message is sent the software will plug in the client's name , bank name and link to the bank URL.
Step 4- Select the button on the left side that is titled "Reconnect and New Banks" .
a) Begin selecting "ALL" the clients that you want to send a text message to
b) Select the "BANK" you wish for all your clients to update or add.
Step 5- Select the template you created to send as a text message.
Once you selected, click on "NEXT" review and send text message. Done!!
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