NexoPad

Change of bank details letter template for clients

To share a new bank account and ask clients to confirm it by phone to prevent fraud.

FinanceTone: Clear82 words
Hi customer name, Starting Effective date, please send payments to this new bank account: New bank account Important: before making your first payment, call me on the phone number you already have for me to confirm the details. Don't use any phone number included in this email. If you ever get another notice about a change of account, even one that looks like it's from me, always check it by phone. It's the best way to prevent fraud. Thanks for your help,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /newbankdetails.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /newbankdetails and fill in the blanks.