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Financial Services
Track status of deposits
Automate deposit investigations for customers reporting missing or delayed funds
Available in:
Messaging
Email
Voice
Why should you use this Playbook?
Unclear deposit statuses lead to confusion and unnecessary tickets. This Playbook delivers fast, transparent updates that reduce escalations and reinforce customer trust.
When should you use this Playbook?
When customers report that a deposit has not arrived in their account.
What does this Playbook do?
- Identifies the deposit method
- Confirms the deposit date and time with the customer
- Checks for posting window rules
- Informs the customer when the deposit will appear in their account