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Policy Change Broadcast Agent

Translates policy changes into clear client communications and sends to the right segments — continuously, in your systems, in your tone.

Policy Change Broadcast Agent

Translates policy changes into clear client communications and sends to the right segments — before they hear it elsewhere.

Email & RetentionPolicyCommunication

Email & Retention

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Ideal forFinance, fintech and wealth management firms

The problem

What this agent takes off your plate

In financial services, translates policy changes into clear client communications and sends to the right segments — before they hear it elsewhere — but doing it manually does not scale. Policy Change Broadcast is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.

  • Translates policy changes into clear client communications and sends to the right segments
  • before they hear it elsewhere.
  • Policy handled automatically against your rules
  • Communication handled automatically against your rules

How it works

From trigger to send

Policy Change Broadcast connects to Policy, Communication, Salesforce and your email & retention stack. It reads your rules, brand voice and live data — then translates policy changes into clear client communications and sends to the right segments — before they hear it elsewhere. Exceptions land with your team; everything else runs without another dashboard to check.

Running agent
Trigger identifiedPolicy · segment matched
Personalise contentCommunication · on-brand copy
Timing & complianceSend window · consent checked
Send & trackESP · opens · conversions
Sends land at the right moment

Why this agent

Translates policy changes into clear client communications and sends to the right segments — before they hear it elsewhere.

Outcomes

  • Policy Change Broadcast runs without manual handoffs
  • Finance, fintech and spends less time on repeat work
  • Consistent output every time — not when someone gets to it
  • Full trace in your existing systems

Connects to

  • Policy
  • Communication
  • Salesforce
  • DocuSign
  • Bloomberg
  • Klaviyo

Writes back

  • Policy
  • Communication
  • Sent campaigns
  • Segment updates
  • Policy
  • Communication
Owned outputs from your own data

Turn tangled operations into clean, owned automation.

187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.

Speak to an operator in your industry — within 24 hours.

See how 187N turns your operation's manual work into owned, running automation.

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