Actively engaging and educating new customers on the full range of services, features, and benefits your organisation provides - helping them get the most value from day one.

Celebrating meaningful moments like birthdays, anniversaries, and financial achievements to strengthen relationships and show customers you’re with them every step of the way.

Identifying customers likely to enter the market soon for specific products, such as those saving for a new home deposit, considering a Term Deposit investment, or needing insurance for an upcoming holiday.

Ensuring timely, consistent, and personalised updates across the customer lifecycle – improving customer experience and reducing manual effort. Examples include Term Deposit updates, Rate Change notices, and comms about expiring loan terms.

Ensuring that any issues or concerns reflected in feedback channels (i.e. NPS) are addressed to enhance customer loyalty and advocacy.

Promoting the adoption and deeper use of online and mobile banking platforms by identifying opportunities based on customer usage patterns or gaps in engagement.

Providing clear, step-by-step guidance and responsive support throughout the loan journey to ensure customers feel informed, confident, and supported - building trust and advocacy.

Meeting regulatory obligations accurately and on time, reducing risk and administrative workload. Examples include Overdrawn Accounts, Direct Debit Dishonours, Dormancy and Expiring Insurance notifications.