Automate Banking
Transform you digital banking dashboard into a personalized engagement hub.
Automate your banking flows from moving Q2 groups, sending email/push notifications, and more
Automate changing your users
Automate changing your users’ Q2 group membership and sending user notifications.
Use our back office tool on Q2 Central/Console to configure criteria, and it will find users that meet the specified criteria and move them to a target group, send them an email, send them a push notification, or manage their compo-sable dashboard card content.
Automatically manage users group membership by specifying:
- Source group ID – the tool will test each user that is a part of this group against the specified criteria.
- Criteria – which criteria do you want the user to meet?.
- Target group ID – each user from the source group ID that meets the criteria will be moved to the target group.
Automatically manage users group membership by specifying:
- Source group ID – the tool will test each user that is a part of this group against the specified criteria.
- Criteria – which criteria do you want the user to meet?.
- Target group ID – each user from the source group ID that meets the criteria will be moved to the target group.
Contact Our Team
Let us know how we can help you fulfill your financial institution’s goals and help you push your online banking to the next level of functionality and customer experience.
