What is the best way to manage my clients broken bank feed connections? (Video)
What is the best way to manage my clients broken bank feed connections? (Video)
Handling Broken Bank Feed Connections:
During this video we help demonstrate the two different ways you can notify your client about a broken bank feed.
Why do BANK FEEDS usually break?
The most common reason a bank feed has been interrupted is due to the client credentials being changed. 90% of the time, updating the login credentials will automatically fix any issue.
How to notify your client:
There are two different methods to quickly notify your client about a bad bank connection that needs their attention.
Client Communication Center:
Our new client communication center offers you a quick and easy method to notify all of your clients about any bank feeds that need their attention. Simple select the notify clients button, select the text message template and our system will handle the rest.
Text Client to Fix Button:
If you are working in a clients accounts and see the Text Client to Fix button on the summary page of one of the connected institutions, you can hit the button to immediately notify the connected client about that specific account.
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