Financial services
Route every account, card and transfer query to the right desk
Lenders, asset managers and fintechs receive thousands of emails about failed transfers, statements, KYC updates and redemptions. Mailnitio Autopilot reads each one, recognises the customer and opens a ticket with the right team before anyone triages it by hand.
Helpdesk opens one ticket per customer issue, routes it to the right desk and escalates complaints and legal threats to a supervisor.
Email categories
How Mailnitio sorts financial services emails
These are starting categories. During onboarding, Mailnitio Autopilot learns your own categories and teams from emails you have already handled.
Complaint
“This is the third time I am writing about poor service”
Routed to Customer experience
Enquiry
“What is the minimum investment for your money market fund?”
Routed to Customer service
Redemption
“I want to redeem my money market units”
Routed to Investment operations
KYC update
“I need to update my BVN and home address”
Routed to Compliance
Statement request
“Please send my statement for July to September”
Routed to Customer service
Feedback
“Your new mobile app makes top-ups much easier”
Routed to Customer experience
Straight to a supervisor
- SEC
- CBN
- PenCom
- lawyer
- court
- petition
- press
Autopilot replies
Common questions answered straight away
When Mailnitio Autopilot is confident, it replies from your own mailbox. Otherwise it drafts a reply for your team to check. Either way, the ticket and the decision are on record.
Adaeze Okoye wrote
Minimum investment for the money market fund
Autopilot reply
Hello Adaeze, thank you for your interest. The minimum investment for the money market fund is NGN 10,000, and you can top up at any time. Reply to this email and a member of our team will help you get started.
Example
Product updates for investors
Send a monthly fund update to every investor, and a notice to one segment when a rate changes.
Mailnitio Reach
Keep customers informed beyond the inbox
Mailnitio Reach sends campaigns and notifications to the people you serve, from the same platform that handles their replies.
Get started
See Mailnitio on your financial services emails
We will connect a mailbox, train Mailnitio Autopilot on your emails and show you every decision it would make in a 30-minute demo.