Don't market to accounts. Build relationships with people.

Make sense of multi-product households. Relate to them holistically.

A relational data model is vital

Most platforms use flat data models. They’re fine for e-commerce. They don’t understand multi-product or household relationships. You’ll waste time manipulating data. 

Our platform uses a relational data model. Connect customers and members to products, households, and businesses. Spot behavioral shifts. Deliver personalized campaigns that motivate action.

A relational data model is vital

Most platforms use flat data models. They’re fine for e-commerce. They don’t understand multi-product or household relationships. You’ll waste time manipulating data. 

Our platform uses a relational data model. Connect customers and members to products, households, and businesses. Spot behavioral shifts. Deliver personalized campaigns that motivate action.

Automatic targeting gets results 24x7

Set targeting rules once. Campaigns automatically trigger as contacts meet the criteria. Target based on contact, account, and business objective data points.

Retargeting builds relationships

Leverage insights and retarget account holders based on their behaviors. Deliver timely information and offers.

  • Offer a personal loan after multiple low-balance alerts.
  • Suggest Courtesy Pay when accounts have insufficient funds.
  • Share education and offer Overdraft Protection to low-balance and negative-balance account holders.

Use our Survey Widget to glean insights and trigger personalized campaigns that convert

  • Instantly deliver mortgage offers when people report wanting to buy a house.
  • Detect major life events that signal additional product needs (e.g., getting married, having a baby, etc.)
  • Remind account holders to set up direct deposit when the platform detects the action is incomplete.

Multi-product campaigns keep them on track

Most platforms make you communicate about one account at a time. What if someone has three CDs coming up for renewal?

Let people take action on multiple accounts

  • CD Renewals
  • Expiring Loans

Multi-product campaigns keep them on track

Most platforms make you communicate about one account at a time. What if someone has three CDs coming up for renewal?

Let people take action on multiple accounts

  • CD Renewals
  • Expiring Loans

Digital beats mail in emergencies

Institutions mail NSF and low-balance notifications because other platforms make it hard to deliver the same notification twice. People don’t hear about problems for days.

Deliver information and offers that help them get back on track

  • ‍Overdraft
  • Insufficient Funds
  • Low/Zero Balances
  • Business Account Minimums & Limits

Digital beats mail in emergencies

Institutions mail NSF and low-balance notifications because other platforms make it hard to deliver the same notification twice. People don’t hear about problems for days.

Deliver information and offers that help them get back on track

  • ‍Overdraft
  • Insufficient Funds
  • Low/Zero Balances
  • Business Account Minimums & Limits

Secure data sharing helps during lock-out

Institutions can’t share login and other sensitive information over the phone. People must wait for the mail or drive to the branch for help.

Use our platform to help account holders get back on track. Instantly and securely share what they need.

  • ‍Failed Login
  • Failed Debit PIN
  • Forgotten Account & Member Numbers
See more use cases

Secure data sharing helps during lock-out

Institutions can’t share login and other sensitive information over the phone. People must wait for the mail or drive to the branch for help.

Use our platform to help account holders get back on track. Instantly and securely share what they need.

  • Failed Login
  • Failed Debit PIN
  • Forgotten Account & Member Numbers
See more use cases

Purpose-built means importing data is easy

The platform is built to support bank and credit union data. You may import data via API, SFTP, or CSV upload. Using these methods, we can integrate any core, online banking solution, online account opening solution, or customer relationship management platform.

Use our Data Connector tool to share and update data across systems via APIs, webhooks, file transfer support, or hundreds of standard data connections. Quickly get data into our platform or export platform data to update other systems:

  • Core banking system
  • Digital banking system
  • Marketing or email automation (e.g., Marketo, Salesforce Marketing Cloud, Hubspot, Constant Contact, etc.)
  • CRM (e.g., Adobe, Salesforce, etc.)
View technical docs