Integrated customer outreach
Trigger emails, SMS or notifications with follow-up questions automatically.
how it works
Send Request for Information to customers automatically
Set custom triggers or send outreach manually
Automated outreach can be triggered by specific events (e.g. refresh, change in risk level, new product) or sent manually from the case management.
Define your dynamic outreach forms
Offer forms that respond to custom triggers. Display questions that are only relevant to the given case - stop sharing blanket questionnaires.
Collect customer-provided data for further analysis
Responses provided by customers can be saved to case management or trigger further workflows.
TESTIMONIALS
+100 businesses finally found fully customizable KYB solution
20x
revenue growth
TransactionLink has completely transformed our merchant onboarding process. Before, we were dealing with slow, manual checks that were both costly and time-consuming.
Jane Cooper, COO at Fiserv.
benefits
Collect KYB information when changes occur
Reduced compliance backlog through automated document requests
5× faster collection of updated KYB information
80% reduction in manual customer follow-ups
solutions
