Customer Support & Communication AutomationPurpose
1.2. Enhances real-time communication, boosts security via instant alerts, and reduces manual intervention by leveraging automated notification workflows.
1.3. Supports regulatory compliance by automating audit trails of notifications and account activities.
1.4. Helps automate customer engagement, trust-building, and timely issue handling through proactive, automated account communication.
Trigger Conditions
2.2. Automate on login from new devices/IP addresses (for automated fraud alerts).
2.3. Automate on failed payment attempts, password resets, or KYC document uploads.
2.4. Automate on reaching balance thresholds, overdraft limits, or periodic account summaries.
2.5. Automate based on event hooks from banking core applications, ERP, or CRM.
Platform Variants
• Feature/Setting: SMS API — Configure programmable SMS to send automated messages from custom sender ID and monitor delivery status.
Example: POST to /Messages with account activity body and customer phone numbers.
3.2. SendGrid
• Feature/Setting: Mail Send API — Use “Dynamic Templates” and automated trigger from backend to email customers on activity.
Example: POST to /mail/send with personalization and account event data.
3.3. AWS SNS (Simple Notification Service)
• Feature/Setting: Publish SMS or Email — Automated topic/subscription for event-driven notifications via SNS topic configuration.
3.4. Mailgun
• Feature/Setting: Messages API and template automation for sending event-based emails upon account activity posting.
3.5. Nexmo (Vonage)
• Feature/Setting: SMS API — Automates sending transactional notifications via SMS using automated workflows.
3.6. Plivo
• Feature/Setting: SMS Platform/API — Automated, scheduled, or event-triggered SMS using Plivo’s message endpoint.
3.7. Firebase Cloud Messaging
• Feature/Setting: Cloud Messaging API — Automated push/email notifications integrated with banking frontends or mobile apps.
3.8. Microsoft Graph/Outlook API
• Feature/Setting: Automate sending emails from business banking accounts using /sendMail endpoint with account activity data.
3.9. Slack
• Feature/Setting: Incoming Webhooks for automated real-time account alerts to customer-support channels.
3.10. Zapier
• Feature/Setting: Automate email/SMS via Gmail/Twilio by using “New Activity in App” triggers and automated actions.
3.11. Pusher Beams
• Feature/Setting: Automate push notification delivery to account holders’ devices using beams API.
3.12. Infobip
• Feature/Setting: SMS API — Configured automation for sending notification messages using account activity triggers.
3.13. Postmark
• Feature/Setting: Transactional Email API — Use automatable templates and triggers for fast banking emails.
3.14. ClickSend
• Feature/Setting: SMS and Email API — Automate transactional messaging for banking alerts.
3.15. ActiveCampaign
• Feature/Setting: Automation builder for triggered email/SMS on banking events.
3.16. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder for automated customer journeys triggered by activity webhooks.
3.17. Mandrill
• Feature/Setting: Transactional Email API — Automate account activity alerts using templates.
3.18. Google Workspace (Gmail API)
• Feature/Setting: Automated ‘users.messages.send’ calls on account activity.
3.19. Kannel
• Feature/Setting: SMS gateway setup for automating direct SMS via HTTP API on business account triggers.
3.20. HubSpot Workflows
• Feature/Setting: Automated email/SMS notification via workflow when new contact/account activity event is posted.
3.21. MessageBird
• Feature/Setting: SMS API for automating messages about banking account movements.
Benefits
4.2. Accelerates fraud detection and response by automated alerts for suspicious activity.
4.3. Improves compliance by automating documentation of all communication trails.
4.4. Scales customer service without additional resources through automation.
4.5. Enables instant, reliable, and secure communication using cross-channel automators.