Choose your product package. Choose your success plan.

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

Book a meeting

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

Essentials Self-Service Widgets & Tools

✔️ Mobile App Widget

✔️ Personalization Widget

✔️ Survey Widget

Choose one Advanced Widget or Tool at no additional cost

Direct Deposit Widget

Card on File Widget

Email & SMS Text Opt-In Widget

Enrollment Widget

Packaging & Approvals

Webhooks

Interaction Retargeting

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

✔️ Essentials Insights

Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.

✔️ 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

Client Services

✔️ Campaign development, analysis, and optimization services

(May upgrade to the Advanced Success Plan)

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

Advanced Self-Service Widgets & Tools

✔️ Mobile App Widget

✔️ Personalization Widget

✔️ Survey Widget

✔️ Direct Deposit Widget

✔️ Card on File Widget

✔️ Email & SMS Text Opt-In Widget

✔️ Enrollment Widget

✔️ Packaging & Approvals

✔️ Webhooks

✔️ Interaction Retargeting

✔️ Survey Retargeting Widget

Choose one Premier Tool at an additional cost

Cross-Channel Engagement Tool

Premier Insights

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

✔️ Essentials Insights

Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.

✔️ Advanced Insights

Insights on 2+ campaigns at a time plus widget reporting. Filter by date range to discover seasonality trends, see which campaigns perform best in achieving a particular objective, and see how account holders are adopting different products and services.

Premier Insights

Insights on 2+ campaigns at a time plus widget reporting. Compare your performance to other institutions using the platform, see how campaigns influence adoption, and calculate the value delivered to your institution.

Future Features

✔️ Basic Account Activation Features

✔️ Advanced Account Activation & Relationship Building Features

Client Services

✔️ Campaign development, analysis, and optimization services

(May upgrade to the Premier Success Plan)

Product Packages

Messages & Microsites

Unlimited Microsites & Landing Pages

Unlimited Email Messages & Reminders

Unlimited SMS Text Messages & Reminders

Essentials Self-Service Widgets & Tools

Mobile App Widget

Personalization Widget

Survey Widget

Advanced Self-Service Widgets & Tools

Direct Deposit Widget

Card on File Widget

Email & SMS Text Opt-In Widget

Enrollment Widget

Packaging & Approvals

Webhooks

Interaction Retargeting

Survey Retargeting

Premier Self-Service Tools

Cross-Channel Engagement Tool

Premier Insights

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

Essentials Insights

Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.

Advanced Insights

Insights on 2+ campaigns at a time plus widget reporting. Filter by date range to discover seasonality trends, see which campaigns perform best in achieving a particular objective, and see how account holders are adopting different products and services.

Premier Insights

Insights on 2+ campaigns at a time plus widget reporting. Compare your performance to other institutions using the platform, see how campaigns influence adoption, and calculate the value delivered to your institution.

Future Features

Essentials Account Activation features

Advanced Account Activation & Relationship Building features

Client Services

Campaign development, analysis

PACKAGE 1

Account Activation Essentials

Connect with new account openers to increase account utilization

✔️
✔️

✔️
✔️
✔️

Choose one Advanced Widget or Tool at no additional cost

Not available

✔️
✔️
✔️

✔️

✔️

✔️
✔️

✔️

✔️

Essentials Success Plan
(May upgrade to the Advanced Success Plan)

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

✔️
✔️
✔️

✔️
✔️
✔️

✔️
✔️
✔️
✔️
✔️
✔️
✔️

✔️

✔️
✔️
✔️
✔️

✔️
✔️

✔️

✔️

✔️
✔️

✔️

✔️

✔️
✔️

Advanced Success Plan
(May upgrade to the Premier Success Plan)

Product Packages

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


Product Packages

✔️
✔️
✔️

PACKAGE 1


Account Activation Essentials

PACKAGE 2

Advanced Account Activation & Relationship Building

Messages & Microsites

✔️
✔️
✔️

Standard Self-Service Widgets

Mobile App Widget

Personalization Widget

Survey Widget

✔️
✔️
✔️

✔️
✔️
✔️

Premium Self-Service Widgets

Direct Deposit Widget

Card on File Widget

Email & SMS Text Opt-In Widget

✔️
✔️
✔️

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

✔️
✔️

✔️
✔️

Data, Reporting, & Insights

Campaign Analytics
Campaign Insights
Team Insights Standard

Campaign Dashboard

✔️
✔️
✔️
✔️

✔️
✔️
✔️
✔️

Future Features

Basic Account Activation Features

✔️

✔️
✔️

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)

Success Plans

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 Review

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 per year

Campaign Review

Annual Strategic Business Review meeting to review campaign performance.

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 per year

Campaign Review

Semi-Annual Strategic Business Review meeting to review campaign performance.

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