Broking /Securities
Last updated
Last updated
Industry
Use Case
Sample Message Template / Description
Securities
Trade confirmation message
Message to user when trade is confirmed
Securities
End of Day - Transactional Report
End to day, send a summary with pdf link.
Securities
Margin Statement
Send margin statement.
Securities
Monthly portfolio
Dear <NAME>, Here is your detailed Portfolio analysis statement to analyse your holding in your trading acc <ACCOUNT>. <LINK>
Securities
Ledger Balance
<ABC> securities reported your FundBal <AMOUNT> & ShareBal(margin) 0, as on <DATE> excluding your bank/demat a/c.
Securities
Trade Confirmation
BUY:<STOCK>, Qty: <QTY>, @ <AMOUNT> executed successfully for Order no <ORDERNO> ,Client code <CODE>
Securities
Welcome Kit
Hi <NAME>, Thanks for opening an account with ABC Securities. Here is your digital welcome kit to get you started – <LINK>
Securities
Gain/Loss Report
Capital gain loss report for profits/ losses customers has made
Securities
Market analysis/reports
market insights and research message
Securities
Application status
application for accounts/shares etc
Securities
Policy update
changes in policy