Create a process for sending messages (use case)

July 15, 2025 — 1 min read

Create a process for sending messages (use case)

Create a process for sending messages (use case)

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CRM for Banks
Use Case Demos

Written by

Björn Hólmþórsson

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In this short demo, we walk you through how to set up an automated email process using CRM for Banks, designed to help banks streamline communication through configurable and fully automated workflows.

See how administrators can create multilingual message templates using the message template editor, complete with placeholders and linked data sources for personalized content. These templates can be reused across different processes and client journeys.