Customer Insights & Marketing Automation
Activate your data through Customer Insights
What does your data tell you?
It’s no secret that banking customer insights are essential for any FI trying to stay ahead of the competition. Derived from cleansed transaction data, our intuitive insights called Key Lifestyle Indicators® (KLIs®), were created with FIs in mind.
By combining analysis of your customers’ transactions with an overview of your product line utilization, these insights describe the unique financial behaviors of each customer, their spend patterns, and activity with competing institutions.
With this valuable information at your fingertips, you’ll be able to make more informed decisions about your marketing and sales strategies, provide personalized and relevant customer interactions and increase profit opportunities.
Multiple channel delivery
Our platform enables FIs to align digital marketing efforts with a full suite of media channels, while most importantly utilizing their own account holder data. This approach allows the institution to produce insights that deliver the highest level of targeting efficiency and relevant messaging.
Build target audiences in real-time
Looking to create targeted campaigns that really speak to your customers? No longer is a one-size-fits-all approach enough to keep them engaged. Our innovative KLIs are the ideal fuel for a banking marketing automation platform.
Build targeted audiences for your marketing campaigns in real time, across multiple channels, to ensure your campaigns are always relevant and engaging, no matter where your customers are in their financial journey.
Track performance like never before
With powerful targeting and personalization capabilities, you can view campaign effectiveness and see how it impacts your bottom line. Our performance dashboard makes it easy to track your campaign’s progress and measure ROI.