Bank Fetch request

This is the standard Bank Fetch request email template that comes with Engager. If you’ve changed or deleted your copy, you can restore it at any time: go to Settings > Communication > Message templates (category Armalytix), open the template, or create a new message template if it isn’t in your list, and paste in the text below (see How to add email templates). Put the subject line in the template’s E-mail subject: field and the rest in the body. [Contact First Name], [BankFetchRequestLink] and [Current User] are placeholders, so they fill in automatically for each client.

Subject: Request for Transaction Download Using Armalytix

Hi [Contact First Name],

We kindly ask you to provide a transaction download report using Armalytix (https://armalytix.com), a fast and secure alternative to handling bank statements.

This secure process allows you to connect as many bank accounts as needed. If you have banking apps, it's quicker to complete the process on your mobile phone, but you can also do it via a browser on your desktop, laptop, or phone.

Please click the link below to get started:

[BankFetchRequestLink]

Armalytix is regulated by the UK's Financial Conduct Authority (FCA). It does not have access to your account logins and cannot move funds, make payments, or control your accounts. Armalytix can only view account information or transactions for verification purposes and will only share the information you authorise.

Best regards,
[Current User]