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Marketing Automation

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Build personalized, timely engagement with marketing automation for financial services.

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Ready to put powerful insights to work with actionable campaigns?

We integrate multiple data points and dynamically segment your account holders, members or customers, based on daily transaction data. That’s a fancy way of saying that we make it easy to unlock the magic of relevant, meaningful marketing that’s guaranteed to drive results for banks and credit unions.

Marketers, breathe a sigh of relief. Segmint’s all-in-one platform integrates transaction data analytics, marketing campaign management, multichannel message delivery and campaign reporting in one secure solution. In minutes, your team can deploy always-on relevant customer experiences.

Here are just a few of the ways we save you time and empower you to drive high-performance marketing:

Your Data, Unlocked: Bank marketers and credit union marketers...what’s better than knowing that you have easy access to the data you need for your campaigns? Your IT department can thank us later!
Behavior-Based Campaigns: Your customers will automatically fall in and out of campaigns based on their spending and product utilization behavior....no marketing intervention required!
Full Cycle Performance Reporting: We make it easy for you to stay in-the-know when your customers are achieving campaign goals. More high-fives, less spreadsheets!

How meaningful is your marketing?

Build better relationships with your customers through personalized messaging.

Customer Insights At Work

Meet your customers where they already are with relevant engagements online

Banking gets personal again when tellers and relationship managers connect customers with offers that make perfect sense

Email open rates soar when you deliver exactly what your customers were looking for

How Meaningful is your Marketing?

Gain a deeper understanding of your most valued customers.

Love Your Current Marketing Platform?

Your existing platform + our customer insights = amazing results!

Constant Contact Integration

Deploy targeted and relevant emails simplistically with a commitment to data privacy.

Platform Features

DATA, KLIS, & AUDIENCE CREATION

Real Time Data AnalysisSegmint processes data in real time to keep your insights as current as possible.

Audience BuilderCreate unlimited audiences with simple include, exclude, and/or filters.

Import Custom Segmentation & ModelsOptimize the customer segments and models you have already created and invested in. Your existing segments/models will be exposed in the Segmint Platform as Key Lifestyle Indicators (KLIs).

9 Predicted AudiencesReceive predicted customer audiences for Auto Loan, CD, Checking Account, Credit Card, Home Equity, Money Market, Mortgage, Personal Loan, and Savings Account products.

Key Lifestyle Indicator TaxonomySegmint will assign KLIs to all of your customers, revealing each customer’s life events, interests, competitive products, cross-sell propensity, product utilization, and more. KLIs are dynamic and update as Segmint receives and analyzes your data.

Audience ExportExport your audiences and Segmint’s predicted audiences into an excel file or to another system through our Restful API.

Data Visualization Tools

CRM / MCIF IntegrationsIntegrate with your existing CRM / MCIF tools to personalize sales and service communications and extend KLI insights, optimizing your technology investments.

Website Visitor InsightsUnderstand how your current customers and prospective customers are interacting with your digital properties.

MARKETING AUTOMATION & MEASUREMENT

Campaign Delivery to Assisted ChannelsThrough an API, Segmint will integrate with your Teller, Sales Management, Call Center, eStatements, Print Statements, MCIF, CRM, Emails systems and more.

Campaign Delivery to Owned Digital ChannelsSegmint will integrate and deliver messages on your Public Website, Online Banking, Mobile App, and other secure customer portals.

Campaign Delivery via Open Internet ChannelSecure delivery of your KLI-targeted messages to customers on millions of third-party websites through real-time bidding.

Capture Customer Disposition

Impression Efficiency ReportingReports that measure the efficiency of your campaigns.
Impression Efficiency Rate: The average number of times an impression is served to influence a product sale (conversion)

Impression Reporting by ChannelTrack the number of messages or targeted impressions served to customers across channels.

KLI Exports via Restful API EndpointsExport KLI assignments of an individual customer or group of customers to Sales Staff, Marketing, Branch, and more via our full suite of API endpoints.

Next Best Offer SelectionOffer decisioning analytics that determine which campaign is the most applicable for an individual based on their unique KLIs and your prioritization of goals.

Personalized Messages and OffersIncrease the relevancy of marketing messages and offers through the ability to personalize every unique message.

ROI and Conversion ReportsUnderstand a more accurate ROI than the industry standard of CTR. Track the number of product sales (conversions) influenced by your campaigns, and the Face Value and Economic Value of all conversions.

Unlimited Always On CampaignsDeploy any number of Cross-Sell, Up-Sell, Product Utilization, Customer Onboarding, Acquisition, Win-Back, Competitive Take-Away Campaigns, and more.

Zone ManagementEasily add and remove delivery zones on your owned properties (Public website, Online Banking, Mobile App etc.).