Contextual Alerts Library

Determine which contextual alerts you want to set up for financial advisers.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Savings Contextual Alerts

Debt Payoff Strategy: Debt across all accounts highlights the need for a structured debt payoff strategy to efficiently manage and reduce the client’s financial liabilities.
Large Deposit: This client has recently made a substantial deposit into one of their accounts, indicating a change in their financial situation or an opportunity for financial advising.
Percentage of Assets to Liabilities: This client recently incurred a substantial expense in one of their accounts that can impact their budgeting and financial strategy.
Wallet Share Alert: The percentage of a client’s financial accounts with your bank compared to their assets at other banks. This alert indicates a potential opportunity to expand your services with them.

Expense Runway: This alert measures the duration that the client can sustain expenses with available funds.
High Credit Card Usage: Credit card utilization ratio is a key factor in a client's credit score. Maintaining a lower ratio is crucial for good credit health. This alert indicates when their utilization is high.
Large Expense: This client recently incurred a substantial expense in one of their accounts that can impact their budgeting and financial strategy.
Percentage of Cash Inflow Spent: This client's spending pattern indicates a high expenditure level compared to their monthly income on expenses, suggesting a need to review their financial commitments.

Financial Goal Completion Status: Prompts advisors to review a financial goal that’s nearing completion.
Financial Goal Feasibility of Success: Prompts advisors to review a financial goal when the feasibility of success drops below a certain threshold. The advisor can then provide advice on how to get back on track.
Financial Plan Feasibility of Success: Prompts advisors to review a financial plan when the feasibility of success drops below a certain threshold. The advisor can then provide advice on how to get back on track.
Target Allocation Drift: Prompts advisors to review asset allocations when they drift from their target allocations.

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