Customer Service & Communications Strategy for Financial Services

Mogli + Match My Email give your financial institution a cohesive text-to-email communications strategy to:

  • Capture, nurture and qualify leads.
  • Have seamless communication across departments and team members.
  • Improve client relations by giving your clients the personalized attention they seek in an efficient, scalable manner.
  • Gather insightful feedback with linear or branching functionality.
  • Seamlessly move between text messaging and email with Salesforce automations.

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