In a fast-paced world, it is extremely easy to get distracted or forget important events. Events like birthdays, anniversaries, or even financial commitments like EMI payments are often missed. How can you as a financial institution help your clients overcome such easily avoidable situations?
Clayfin’s Dateline can help solve this issue. Dateline is our very own event aggregation and notification product. It enables financial institutions to aggregate different events from the customers’ lives, present it to them in an easily consumable manner, while also offering them the benefit of choosing the appropriate action. Add more benefits to your customers’ lives by providing them with Dateline—and enrich their customer experience journey.