Ideas for the Mambu Banking Engine

Client Type-Specific Notifications

What: to be able to generate different communication messages (eg via different templates) based on the Client Type.

Why: Mambu is often used for managing CRM pipeline prospects – enabling the organization to register a client as a "Prospect" fist, and then promote them to full active customer status by changing their Client type to “Customer”. In this scenario, a the Client Type “Prospect” would receive a generic “Welcome to XXX, please follow the remaining steps in your registration process...” email, while a Client Type of “Customer”, the notification will be more specific: “Dear John, you have been registered as a full profile client and can now apply for a loan...” email. 

  • Rodica Levitchi
  • Oct 20 2015
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