Create personalized campaigns with financial services marketing automation
Build powerful, always-on campaigns designed to amplify engagement marketing strategies with financial services marketing automation. Boost marketing engagement and retention, and unlock opportunities in every interaction. Our customers achieve nearly 3X faster product adoption with data-activated campaigns*.
*Based on an Alkami survey of its customers using the Alkami Data & Marketing Solution
Alkami Full Funnel Marketing includes customer insights & marketing automation, transaction data cleansing, predictive AI modeling and channel integrations.
Build personalized campaigns in minutes that drive deposits, lending and more
Provide the right message at the right time. Easily turn account holder interactions into conversions that drive revenue with automated marketing campaigns that tailor messaging based on account holder behavior.
Get results by aligning messaging with account holders’ behaviors and preferences
Help forecast what account holders need. Offer loans that support their personal goals and lending needs. Omnichannel delivery ensures you reach account holders where they are, with a message they care about.
Identify and activate potential business banking relationships
Build profitability by leveraging account holder insights to build opportunities for business banking relationships. Design streamlined experiences based on individual insights. Launch marketing campaigns that engage with the right business accounts and help them with their next strategic financial decision.
FINANCIAL SERVICES MARKETING AUTOMATION
Magnify The Impact Of Your Marketing Engagement
Generate revenue with a full funnel marketing campaign that takes minutes to set up—all on a platform you can depend on.
Always-On Campaigns
Automatically optimize audiences daily using insights from curated and enriched transaction data to drive more revenue.
Competitive Intelligence
Identify competitors engaging with your account holders and develop strategies to win back their business.
Predictive AI
Increase engagement, growth, and retention with artificial intelligence predictive modeling.
Automated Attribution Reporting
Track your marketing campaign ROI almost instantly and accurately connect your marketing efforts to profits.
Channel options to automate engagement marketing and boost results
Choose the right channels for your growth goals. Combine precision targeting with personalized content to move account holders from awareness to activation.
Programmatic digital advertising
Reach account holders and prospects across the web with personalized, privacy-safe campaigns that drive measurable growth.
Email campaign management
Power onboarding, cross‑sell, and lifecycle communications with segmented journeys and dynamic content.
Salesforce Marketing Cloud
Enterprise-scale journeys and analytics for complex segmentation and channel orchestration.
HubSpot
Unified CRM and automation with reporting built for lifecycle growth and engagement.
Constant Contact
Simple, effective email creation for lean teams that need quick wins and list clarity.
Website and in‑app messaging
Deliver timely, personalized offers across digital banking and your website using authenticated and anonymous behavioral insights.
Ready to run targeted marketing campaigns that outperform?
“Alkami’s Customer Insights & Marketing Automation platform has allowed our financial institution to keep pace with the big banks, without adding overhead that would be required for us to do it on our own.”
Marketing SVP
Regional Bank with $2.5B in assets
“We know how many members have mortgages elsewhere and the specific financial institution where that mortgage is held. This has really helped us develop very targeted and measurable campaigns. It’s pretty incredible from a marketing standpoint.”
Cheryl Dutton
SVP & Chief Marketing Officer Altra Federal Credit Union
“It didn’t take us long to feel like our Client Success Manager was another person on our marketing team.”
Ben Udell
SVP Client Experience Lake Ridge Bank
“With Alkami Customer Insights & Marketing Automation, we know if our customers are making mortgage payments or auto payments to another lender. We can discuss our products with those customers, and offer them the great specials we currently have.”
Patty Ostrout
SVP of Retail Banking North Brookfield Savings Bank
