Run relevant campaigns and onboarding in the same secure channel, from engagement point to signed mandate, including prospects before any core-banking record exists.

Campaigns can be initiated globally by a business function such as marketing, or by advisors themselves drawing on closeness to the client and intuition to target the right client at the right time with the right message.

Campaigns can cover invitations to events and thought-leadership papers on market situation, innovation, and trends; anything that triggers relevant engagement points and surfaces the client’s willingness to engage with the bank on a given topic.

The Conversational Framework can also support onboarding: the conversational journey can start as a prospect, before any record is opened in the core banking system. Integrations with CRM and business process tools dramatically reduce the administrative burden on advisors.

From a relevant engagement point, the same secure channel can carry the conversation through to a signed mandate and continue with invitations, papers, and secure outreach to prospects referred by the client.