Emails that carry your brand
Your clients should never wonder where a message comes from. CoreFX sends professional notifications — logo, colors, tone — automatically triggered when something moves on the platform: FX request, validation, invitation, or KYC step.
Every message reinforces your credibility
MSBs thrive on trust. Emails consistent with your website and client portal reduce friction and 'is this really you?' calls.
Branded emails
Logo in the header, colors aligned with your branding, tailored wording: the recipient immediately recognizes your institution.
- Consistent with the client portal
- Customizable sender domain
Operation statuses
New request, approval, rejection or rate proposal: the client and authorized parties are kept informed at each transition.
- Fewer manual follow-ups
- Notification traceability
User invitations
Secure link, configurable expiration: your operators invite each profile without a public form, keeping your brand image on the first contact.
KYC / KYB journey
Submission received, missing document, file approved or sent back for correction: the applicant knows where they stand, without overwhelming your phone support.
Rate proposals
Alert the client when a counter-proposal is available, with an implicit reminder of the acceptance deadline — critical for MSBs that negotiate tick by tick.
Deposit confirmations
Acknowledgment when funds or proofs are recorded: reassure the client and document the chain for your middle-office teams.
Settings per event type
Enable or mute certain flows based on your policy: no need to flood inboxes when the team prefers batching or internal channels.
Automatic triggering
Emails are sent on real CoreFX business events: no artisanal cron jobs, no CSV exports to manually follow up.
Professional templates
Responsive layout, clear information hierarchy and calls to action to the right portal screen: fewer user errors, better adoption.
Custom SMTP & domain
Connect your mail relay or sending subdomain to maximize deliverability and meet your group's IT requirements. CoreFX remains the trigger brain; your infrastructure signs the messages.
Less silence, more clarity
MSBs handle sensitive flows. Well-calibrated notifications reduce response delays and 'I wasn't informed' disputes.
End client side
They see their requests evolve in near real-time: less uncertainty about a pending transaction, better perception of your service.
Links point to the relevant screens (operation detail, document upload, rate acceptance) to turn the email into an immediate action.
Back-office side
Your operators focus on complex cases: routine notifications automatically inform the stakeholders.
Per-event configuration lets you align email noise with your risk culture and organization.
Related features
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