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Cross Selling and Product Utilization

Work smarter with more accurate data, information and marketing automation to cross sell your banking and financial services.
The Problem

Accessing account holder data to make informed decisions and develop highly targeted account holder segments requires a lot of time and resources from IT.

The Solution

Alkami integrates with core banking data and provides intuitive segmentation tools allowing you to access granular account holder insights without any assistance from IT. Through Alkami’s advanced campaign management system, financial institutions deploy highly personalized and relevant messages to account holders across all touchpoints.

Making the use case actionable

Increase product utilization

Use your core data to encourage account holders to swipe their debit card, draw on their HELOC, pay bills online, utilize MRDC, renew CDs and more.

Increase products per account holder

Increase products per account holder by cross-selling the right products and services to the right account holders. Alkami offers cross sell predictive models for the following FI products to target the right audience at the right time with the right offer.

Personalized marketing

Deliver personalized relevant offers and experiences based on your account holders products with your FI, held away accounts, and Key Lifestyle Indicators® (KLIs).

Customer Insights & Marketing Automation​

Consumers now demand personalized experiences from every interaction. Our Key Lifestyle Indicators® and Key Business Indicators® provide insights about your customers that span all aspects of their financial journey from product utilization to held-away accounts.

These insights and data analytics can inform your institution’s strategies for delivering truly targeted and relevant personalized engagements every time, leading to increased profit and brand loyalty.

See digital banking in action

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