Introduction:
MADOSX Notification Centre is a powerful tool that enables financial professionals to streamline client communication and stay connected with their clients effectively. This comprehensive feature allows users to configure event-based and alert-based reminders for various scenarios, such as appointment reminders, task notifications, and risk profile expiries. Additionally, financial advisors can schedule customized periodic emails for client groups, ensuring personalized and timely updates. This article will guide you through the process of configuring the Notification Centre in MADOSX, enhancing your client communication and engagement.
Step 1: Access the Notification Centre
Log in to your MADOSX account and navigate to the Notification Centre section, where you will find a range of notification and reminder options.
Step 2: Configure Branding
Your email templates with your Customized logo and company name to establish white label branding for all communication. This enhances your brand presence and ensures a professional and consistent experience for your clients.
Step 3: Set Up Alert-Based Reminders
Click on "Alert Base" to configure alert-based reminders for various scenarios. Choose from a list of event types, including Appointment Reminder, Task Reminder, Risk Profile Expiry, Upcoming SIP, Expiring SIP, and more. Select the preferred mode of notification, such as email, WhatsApp, or mobile app notification. Define the customer email categories for sending reminders, ensuring personalized communication. Set the scheduling frequency for alert-based reminders, enabling alerts to be sent on specific dates and times for each event. Define the customer email categories for each type of reminder to ensure targeted and relevant communication.
Step 4: Configure Event-Based Reminders
Click on "Event Base" to set up event-based reminders based on specific triggers. Choose the type of alert to be sent, such as Welcome onboard Client for Mutual Fund (BSE, NSE, MFU), Welcome onboard Broker, Account Activated, and more. Select the preferred notification method, such as email, WhatsApp, or mobile app notification.
Step 4: Schedule Periodic Customized Emails
Define the customer email categories for sending these alerts based on their relevance. Set up periodic customized emails for specific client groups to deliver relevant and personalized reports and updates. Select the frequency of email sending, such as Weekly, Monthly, Quarterly, Half-Yearly, or Yearly. Choose the types of reports or information to be included in these emails, such as Comprehensive Portfolio, Capital Gains Detailed, Holdings, Allocation, Analytics Performance, and more. Customize client groups according to your requirements to ensure targeted communication.
Conclusion:
The Notification Centre in MADOSX empowers financial professionals to enhance client communication, automate reminders, and deliver personalized reports and alerts. By configuring this feature effectively, you can optimize client engagement and build strong and lasting relationships with your clients.