Personal welcome e-mails in your own design

Asset management is relationship management. That’s why our platform, in our Client Onboarding module, now offers the possibility to send personal welcome emails to your clients, in your own house style. This is of course friendly and professional, but it’s also very handy: you can also include the username in this e‑mail, so that your client can always find it in his or her mailbox. And if the onboarding procedure isn’t yet completed, you can also send the prospect portal link so that your client can finish it later. User friendliness is of paramount importance at Blanco.
You can find this feature in the Client Onboarding module under Settings > Workflow.