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  1. FinX Help Center
  2. Tutorial
  3. Customer

Customer

  • How to validate or invalidate a field in the customer profile
  • Phone Verification Process for Customers
  • How to send instructions to reset a customer's password?
  • How does messaging work ?
  • How to update customer's banking information ?
  • How to import customers data ?
  • How to send an account statement to a customer ?
  • How to send IBV instructions to customers ?
  • How to be notified by email when a client downloads a new document ?
  • How to Import a MailChimp Customer List ?
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