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Solutions / Audits & Reviews

No more mail-merge marathons

Roll out regulatory updates and selectively re-capture missing data - through short, personalized journeys with tracked responses. Targeted to the affected audience, live in days.

See the workflow
Live in days tracked responses API into your system of record
Triggernew rule or data gap Select segmenttarget the affected audience Send the journeypersonalized digital journey Confirm & completerecipient confirms or adds data Track responsestracked, via API back to your system

The problem

Records go stale - and no one has time to update them.

New rules have to reach the entire base, data is incomplete - and follow-up runs on mail merges, email and phone.

A new regulation has to be rolled out across the entire base.

Mail merges with manual response tracking take weeks.

Customer and master data are outdated or incomplete.

Re-capturing data by email and phone is tedious and rarely complete.

The records workflow

From trigger to tracked response - in one workflow.

Five steps, one flow - from the trigger to the tracked response. Click through.

Business Control Center

Every record set, in one view.

Status, last activity and returns for every review workflow at a glance - track and steer from a single place.

Two applications

One workflow,
two everyday jobs.

The same toolkit - whether you roll out an update or re-capture data.

Digital repapering

Roll out regulatory or contractual updates across the base - in days instead of months, with tracked responses instead of a mail-merge marathon.

Data cleansing

Selectively re-capture missing or outdated data through short journeys - validated at the recipient and written back to your system automatically.

Core capabilities

Everything records upkeep needs - built in.

Segmentation

Reach exactly the affected audience - by contract, region or data status.

Personalized journeys

Content prefilled per recipient - each journey matches the actual record.

Automatic reminders

Follow up without manual effort - open cases are reminded on their own.

Response & status tracking

See who responded at any time - open and completed cases at a glance.

API write-back

Validated data back into CRM, ERP or your system - no double entry.

AI-assisted building

Describe instead of configure.

Describe rules, conditions and dependencies in your own words - the AI builds the matching function in your workflow.

Scenarios

The same workflow for any records upkeep.

Set up once, adapt per trigger - across industries and departments.

Banking

T&C and contract changes, regulatory updates - cleanly documented.

Insurance

Roll out tariff and policy changes across the base.

Utilities

Switch contract changes quickly and traceably.

Human Resources

Update personnel data and keep master data complete.

CRM / ERP systems

Ongoing master-data upkeep in any data-driven organization.

Keep your records current - without a major project.

Tell us your trigger - we'll show FLOWNIQ on your actual base. A regulatory update or data cleansing, described in a few sentences.