Alkami Technology Plano Texas
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Account holder Onboarding

Build better relationships and streamline account holder communications by automating account holder onboarding in banking.
The Problem

With the first year rate of attrition at 20-25%, onboarding new account holders early with the right message across channels is challenging without easy access to the right data and marketing automation tools.

The Solution

With the Alkami platform, you can use Key Lifestyle Indicators® to define audiences to set up a series of campaigns to guide your account holders through an account onboarding journey. Campaigns are assigned a goal to track success at each step of the journey. Key Lifestyle Indicator targeting enables account holders to flow in and out of the audiences as their data changes and as they achieve the desired step of the journey.

Making the use case actionable

Deploy always on campaigns

Deliver campaigns that are triggered based on your account holder data and don't require any manual data management. Such as an onboarding series, supported by turnkey email enablement, of campaigns to lead your account holders on their financial journey.

Deepen account holder relationships

Expand relationships with your account holders based on their products with your financial institution, held away accounts, and Key Lifestyle Indicators.

Deliver next best offer

Set up a holistic campaign strategy, and automatically serve the best marketing message to every account holder.

See digital banking in action

Experience better banking