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. 

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. 

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.

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!!