This may seem obvious, but don't include the account number in the message, whether it's an SMS or email. If you have to refer to the account (because there's more than one of them, for example), truncate the number.
One other thing. If the message is about a balance level, I'd rather get a message saying it's a balance level alert, rather than a message saying "The balance has exceeded $5,000"
Last edited by John Burnett; 05/07/14 08:55 PM.
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John S. Burnett
BankersOnline.com
Fighting for Compliance since 1976
Bankers' Threads User #8