How can Authorised Persons use the Communication module to send messages to clients with pending KYC?
How can Authorised Persons use the Communication module to send messages to clients with pending KYC? |
Under Client Communications → Pending KYC, Authorised Persons get a ready list of clients whose KYC is incomplete, along with their Name, Broker Code, AC Start Date, and Mobile Number. APs can search for a specific client, use Message Icon to reach out directly using with each client — or Export the full list for offline tracking. See it in action: Watch a quick walkthrough of this feature below. Send KYC Reminders in Seconds Message clients with pending KYC directly from your dashboard and manage onboarding. Have a Question? Email Us: partnerdesk@jainam.in || Call Us: 0261-672552 |