Email, Teams, Slack
When an application enters manual review, send an alert to one or more staff members so that they can quickly action the application
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Email, Teams, Slack
When an application is successfully opened on core, send an alert to one or more staff members with information about the application and its applicants.
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Email, Teams, Slack
When a Wire transfer is created, send an alert to one or more staff members to review the transfer.
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Email, Teams, Slack
When a Wire transfer violates one of your institution’s risk rules, send an alert to one or more staff members to review the transfer.
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Email, Teams, Slack
When an ACH transfer violates one of your institution’s risk rules, send an alert to one or more staff members to review the transfer.
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Email, Teams, Slack
When a customer or member creates a new support thread, send an alert to one or more staff members.
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At the end of each month, receive a summary email with key statistics about the performance of your account opening platform.
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At a cadence defined by the financial institution, deliver a retargeting campaign to applicants who have abandoned their account opening applications.
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When a customer or member submits a request for an ACH transfer, deliver a payload with user and transaction information, defined by your financial institution & the partner, for ongoing transaction monitoring
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When an applicant is rejected during KYC or KYB checks, deliver a dynamically populated Adverse Action Notice to the applicant, via email
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When a customer or member hasn’t logged in in a certain number of days, automatically lock their account to prevent fraudulent logins & deliver a report to FI staff
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After a customer or member opens a certificate of deposit account with your financial institution via digital account opening, automatically deliver a certificate of deposit receipt, with dynamically populated information including the CD maturity date, deposit amount, and more, configurable by your financial institution
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Seamlessly integrate a Zendesk customer support platform natively with the Narmi Secure message platform. Messages, threads, and attachments created by customers or members in Narmi online banking or the mobile app are instantly synced to Zendesk, allowing agents to reply and manage customer or member communications from a centralized tool
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Seamlessly integrate a Salesforce-based customer support platform natively with the Narmi Secure message platform. Messages, threads, and attachments created by customers or members in Narmi online banking or the mobile app are instantly synced to Salesforce, allowing agents to reply and manage customer or member communications from a centralized tool
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To support complex disclosure requirements and data collection such as wet signatures, proxy voting requirements, or other terms, deliver a new account holder a prefilled Docusign form to collect this information in an unobtrusive manner, after the applicant completes the account opening flow
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After an applicant is denied for an account due to a credit-score related tag, deliver the applicant to a counter offer with pre-selected products that better fit their needs
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As soon as a customer or member opens a new account via digital account opening, send customer or member information to a CRM of your choice, such as HubSpot, to create a customer record on the service.
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When customers, members, or organizations take high-value actions, such as adding a new external account, requesting an ACH or wire transfer, or adding a new business sub-user, deliver a record of this to your CRM of choice, such as HubSpot
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