Modern Treasury
Day 0 after signup
Get Started with Modern Treasury
Modern Treasury enables you to move and track money over ACH, RTP, Check, and Wire using a single, robust API and web application.
Why it works
- Introduce the product’s core value before asking new users to take a first step.
- Make the next action concrete by pointing to practical setup resources.
- Close with an offer of help so the welcome feels supportive rather than purely instructional.
How it is built
- Personal greeting
- Welcome and overview
- Getting started guidance
- Documentation button
Email copy
Hi [First name], Welcome! Modern Treasury provides tools for the entire lifecycle of money movement. With a single, robust API and web application you can manage faster payments, smart workflows, and real-time visibility into your data. We recommend taking a look through our extensive documentation for step-by-step guides, tutorials, and examples to help you as you get started with our platform. Access all of our docs here. Review Our Docs If you have any questions about how our platform can help your business or need assistance at any point, please reach out to us! The Modern Treasury Team Modern Treasury, 2261 Market Street STE 5607, San Francisco, CA, 94114 Unsubscribe Manage Preferences