Managing client outreach in the financial industry

Register now to find out how to to communicate to clients at scale and fast.

Xceptor can automate and control complex and high value client communications enabling operations teams to create outreach programs in hours.

With full auditability and tracking, the solution is suitable for both mass one-off and regular communications to suit business needs.

In this session, you will find out how you can:
CircleWavyCheck Perform complex client outreaches to the market.
CircleWavyCheck React quickly to events with minimum effort.
CircleWavyCheck Remove labour intensive manual activity.
CircleWavyCheck Track open outreaches as a whole or at client level.
CircleWavyCheck Provide automatic natural language chasing to prompt client activity.
CircleWavyCheck Integrate with existing data stores and document repository solutions.
Managing client outreach

Watch the webinar