What It Does
Staff configure automations by selecting which customers to target and what to do when a match is found. The platform handles the execution: processing customers in the background, tracking results, and delivering audit reports when a run completes.How It Works
Automate Banking operates in three modes: Automations Scheduled workflows that run on a recurring or one-time basis. Staff define filtering criteria to identify a customer segment, then assign one or more actions — such as moving customers to a different group, sending an email, or disabling an account. Each run processes customers in batches and generates a downloadable report. On Login Popup A prompt shown to a customer immediately after they log in. Each automation is scoped to a customer group and contains one or more ordered cases — each case has its own criteria and a designated prompt to display. When a customer logs in, cases are checked from top to bottom and the first matching case triggers its prompt as an overlay inside the banking interface. If no case matches, the customer proceeds normally. File Processing Bulk operations driven by files delivered via upload or SFTP. When a file arrives, the platform reads each record and applies the configured action. A results report is emailed to the configured administrator when processing is complete.In This Section
- Automations — Create and manage scheduled customer-targeting workflows
- On Login Popup — Set up real-time prompts that display when customers log in
- File Processing — Configure batch workflows driven by uploaded or SFTP-delivered files
- Criteria — Reference for all available customer-targeting filters
- Actions — Reference for all actions that can be applied to matched customers