Choose your product package. Choose your service package.

Meet with us. We'll show you the platform and help you choose the ideal product package and service package for your institution.

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Product Packages

Product packages

Fundamentals packages

Address a single, core objective - building active checking relationships.*

Engagement packages

Build deep, multi-product relationships with your whole customer/member base.

* If you have limited resources but want to optimize your business, start with one of our Fundamentals packages.

Product Packages

OPTION 1

Account Activation
Essentials

Connect with new account openers to increase account utilization

Messages & Microsites

✔️ Unlimited Email Messages & Reminders

✔️ Unlimited Microsites & Landing Pages

Self-Service Widgets & Tools- Essentials

✔️ Mobile App Widget

✔️ Personalization Widget

✔️ Survey Widget

Campaign Management

Packaging & Approvals

✔️ Automated campaign branding
     (colors, fonts, logo, etc.)

✔️ Drag & drop message scheduler

✔️ Message display preview

Automated Targeting

✔️ Campaign Targeting

Chat & Video Support Integrations

Embed your automated or live chat and/or live video support into campaign microsites

Webhooks

N/A

Data Ingress

Importing data from any system is easybecause of our unique data model andflexible import process.

✔️ API Data Feed
✔️ SFTP

Certified Integrations

Non-Certified Integrations

Analytics & Insights

✔️ Campaign performance dashboard

Review the performance of individual campaign content and widgets. See what's performing best in helping you achieve your business objectives (e.g., enrolled in eStatements).

✔️ Campaign analytics

View and export granular, ad-hoc reports to analyze campaign interactions and objective completions (e.g., enrolled in direct deposit).

✔️ Cross-campaign & objective dashboard

Access key performance metrics for all campaigns (in aggregate). View, filter, sort, and compare performance metrics for multiple campaigns side by side. See which products and services all of the customers/members in the system have adopted and which ones they still need.

Future Features

✔️ Basic Account Activation Features

OPTION 2

Advanced Account Activation & Relationship Building

Connect with your entire customer base. Build engaged, multi-product relationships: maximize account utilization, cross-sell, educate, manage digital banking upgrades and M&A migrations

Messages & Microsites

✔️ Unlimited Microsites & Landing Pages

✔️ Unlimited Email Messages & Reminders

✔️ Unlimited SMS Text Messages & Reminders

Self-Service Widgets & Tools- Advanced

✔️ Mobile App Widget

✔️ Personalization Widget

✔️ Survey Widget

✔️ Direct Deposit Widget

✔️ Card on File Widget

✔️ Email & SMS Text Opt-In Widget

✔️ Enrollment Widget

Cross-Channel Engagement Tool

Campaign Management

✔️ Packaging & Approvals

✔️ Automated campaign branding
     (colors, fonts, logo, etc.)

✔️ Drag & drop message scheduler

✔️ Message display preview

Automated Targeting

✔️ Campaign Targeting

✔️ Interaction Retargeting

Chat & Video Support Integrations

Embed your automated or live chat and/or live video support into campaign microsites

Webhooks

"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)

Advanced "Write Back" of email & text unsubscribes, contact updates, journey engagements & more

Data Ingress

Importing data from any system is easybecause of our unique data model andflexible import process.

✔️ API Data Feed
✔️ SFTP

Certified Integrations

Non-Certified Integrations

Analytics & Insights

✔️ Campaign performance dashboard

Review the performance of individual campaign content and widgets. See what's performing best in helping you achieve your business objectives (e.g., enrolled in eStatements).

✔️ Campaign analytics

View and export granular, ad-hoc reports to analyze campaign interactions and objective completions (e.g., enrolled in direct deposit).

✔️ Cross-campaign & objective dashboard

Access key performance metrics for all campaigns (in aggregate). View, filter, sort, and compare performance metrics for multiple campaigns side by side. See which products and services all of the customers/members in the system have adopted and which ones they still need.

Future Features

✔️ Basic Account Activation Features

✔️ Advanced Account Activation & Relationship Building Features

Product Packages

Messages & Microsites

Unlimited Microsites & Landing Pages

Unlimited Email Messages & Reminders

Unlimited SMS Text Messages & Reminders

Self-Service Widgets& Tools- Essentials

Mobile App Widget

Personalization Widget

Survey Widget

Self-Service Widgets & Tools- Advanced

Direct Deposit Widget

Card on File Widget

Email & SMS Text Opt-In Widget

Enrollment Widget

Cross-Channel Engagement Tool

Campaign Management

Packaging & Approvals

Automated campaign branding (colors, fonts, logo, etc.)

Drag & drop message scheduler

Message display preview

Automated Targeting

Campaign targeting

Interaction retargeting

Chat & Video Support Integrations

Embed your automated or live chat and/or live video support into campaign microsites

Webhooks

"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)

Advanced "Write Back" of email & text unsubscribes, contact updates, journey engagements & more

Data Ingress

Importing data from any system is easy
because of our unique data model and
flexible import process.

API Data Feed

SFTP

Certified Integrations

Non-Certified Integrations

Analytics & Insights

Campaign performance dashboard

Review the performance of individual campaign content and widgets. See what's performing best in helping you acheive your business objectives (e.g., enrolled in eStatements).

Campaign analytics

View and export granular, ad-hoc reports to analyze campaign interactions and objective completions (e.g., enrolled in direct deposit).

Cross-campaign & objective dashboard

Access key performance metrics for all campaigns (in aggregate). View, filter, sort, and compare performance metrics for multiple campaigns side by side. See which products and services all of the customers/members in the system have adopted and which ones they still need.

Future Features

Essentials Account Activation features

Advanced Account Activation & Relationship Building features

Professional Services

Campaign development, analysis, and optimization services

PACKAGE 1

Account Activation Essentials

Connect with new account openers to increase account utilization

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Essentials Service Package
(may upgrade to Advanced)

PACKAGE 2

Advanced Account Activation & Relationship Building

Connect with your entire customer base. Build engaged, multi-product relationships: maximize account utilization, cross-sell, educate, manage digital banking upgrades and M&A migrations

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Advanced Service Package
(may upgrade to Premier)

Product Packages

Unlimited Microsites & Landing Pages
Unlimited Email Messages & Reminders
Unlimited Text Messages & Reminders


Product Packages

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PACKAGE 1


Account Activation Essentials

PACKAGE 2

Advanced Account Activation & Relationship Building

Messages & Microsites

✔️
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Standard Self-Service Widgets

Mobile App Widget

Personalization Widget

Survey Widget

✔️
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Premium Self-Service Widgets

Direct Deposit Widget

Card on File Widget

Email & SMS Text Opt-In Widget

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Campaign Management

Automated Targeting

Campaign Targeting

✔️

✔️

Interaction Retargeting

✔️

Chat & Video Support Integrations

Embed your automated or live chat and/or live video support into campaign microsites

✔️

✔️

Webhooks

"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)

✔️

Advanced "Write Back" of email & text unsubsribes, contact updates, journey engagements, & more.

✔️

Non-Certified Data Ingress

Non-Certified - Core, CRM, Account Origination, & Data Warehouse/Data Lakes, Other Sources with data support/consultation

Certified Data Ingress

API Data Feed
SFTP
Integrated cores

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Data, Reporting, & Insights

Campaign Analytics
Campaign Insights
Team Insights Standard

Campaign Dashboard

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Future Features

Basic Account Activation Features

✔️

✔️
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Advanced Account Activation & Relationship Building Features

Professional Services

Campaign development, analysis, and optimization services

Essential Service Package
(may upgrade to Advanced)

Advanced Service Package
(may upgrade to Premier)

Service Packages

Essentials

Campaign Templates

Apply your own branding to our library of consumer account activation campaign templates (emails & microsites):

  • Checking activation
  • Credit card activation
  • Auto loan activation
  • Other product activation
  • eStatements enrollment

Custom Campaigns

Self-service

Campaign Optimization

Self-service

Vendor Management

One request for updated documentation per year

SOC2 Type 2 Certified

Advanced

Campaign Templates

We will apply your branding to our consumer campaign templates (emails & SMS text messages & microsites):

  • Checking activation
  • Credit card activation
  • Auto loan activation
  • Other product activation
  • eStatements enrollment
  • Direct deposit enrollment
  • Card on file enrollment
  • Email or SMS text opt-in
  • Mortgage cross-sell
  • Auto loan cross-sell
  • Checking cross-sell
  • M&A communications
  • Account dormancy prevention

Custom Campaigns

We will create 5 custom, branded campaigns to support your unique business objectives

Campaign Optimization

Campaign optimization recommendations for the first campaign, based on data available in the platform.

Annual Strategic Business Review meeting to review campaign performance and optimization recommendations.

Vendor Management

Two requests for updated documentation per year

SOC2 Type 2 Certified

Premier

Campaign Templates

We will apply your branding to our consumer campaign templates (emails & SMS text messages & microsites):

  • Checking activation
  • Credit card activation
  • Auto loan activation
  • Other product activation
  • eStatements enrollment
  • Direct deposit enrollment
  • Card on file enrollment
  • Email or SMS text opt-in
  • Mortgage cross-sell
  • Auto loan cross-sell
  • Checking cross-sell
  • M&A communications
  • Account dormancy prevention

Custom Campaigns

We will create 10 custom, branded campaigns to support your unique business objectives

Campaign Optimization

Campaign optimization recommendations for the first campaign, based on data available in the platform.

Semi-annual Strategic Business Review meetings to review campaign performance and optimization recommendations.

Vendor Management

Unlimited requests for updated documentation

SOC2 Type 2 Certified

What's right for you?

Let's meet. We'll demo the platform and help you choose the right product and service package for your institution.

Book a meeting