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Marketing Automation

Marketing Automation


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

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 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.

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Go where your account holders are by reaching the open internet

Segmint’s unique integration with an industry-leading demand side platform (DSP) allows our clients to securely deliver highly-targeted messages to account holders on any device they choose to navigate the open internet. The opportunity to deliver targeted engagements is bid on and sold instantaneously through a programmatic auction. Upon successful win, your message is securely served through Segmint’s patented One Way Trust integration, ensuring no account holder data is exposed.

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Customer Insights At Work

Mitigate Risk

Meet your customers where they already are with relevant engagements online

Share of Wallet

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

Identify Accounts

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

Open Internet Channel

Gain an edge by advertising where your account holders spend most of their time -- online.

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Love Your Current Marketing Platform?

Your existing platform + our customer insights = amazing results!

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Constant Contact Integration

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

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Platform Features


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.).