Financial services
Make the next onboarding step clear.
Use operational status and the retry window to explain what the person can actually do next.
An onboarding check has stopped the applicant from continuing.
Start with the customer situation. Give your agent a clear goal and the records it needs.
Find applicants with an unresolved operational check and an open retry window. Prepare a clear email using the recorded reason and approved remediation instructions.
The work behind that message.
Connect the context.
- Applicants and contact preferences
- Application and verification status
- Retry deadlines and approved instructions
Compute the useful field.
Current application stage, recorded reason and time remaining in the retry window.
Choose the next step.
Recheck status and the retry deadline before the follow-up. Exclude applications that have already progressed.
Inspect the decision before the follow-up.
This actual Loopwell demo illustrates a current-record condition in the shared workflow builder. Your financial-service records and approved instructions require their own configuration.
Walkthrough steps
Inspect the draft signup workflow. Open the Usersignedup trigger, two-day delay, condition checking this user’s own projects, and email step. The true branch ends the follow-up; the false branch continues. The tour does not publish or run this draft.
Build the moments around it.
Explain an incomplete step.
Use the specific recorded reason rather than a generic unfinished-onboarding message.
Respect the retry window.
Model the deadline as data and branch on the current state.
Confirm actual progress.
Use the completed event to end reminders and prepare the next operational message.
Bring us the journey you want to improve.
We’ll map the records, the audience and the message with you, then show the actual product controls.