Making the use case actionable
Data driven onboarding programs
Trigger timely and relevant onboarding engagements with a series of campaigns to lead your account holders on their financial journey.
Cross sell fueled by competitive insights
Identify held-away payments initiating win back messaging that is relevant and targeted, all while using Key Lifestyle Indicators® (KLIs) assigned from your account holders’ everyday spend behavior.
Provide financial wellness support
Promote your financial wellness education and events through a series of messages using Financial Health KLIs to target the right audience.
Increase account holder engagement
Build a data-driven strategy to increase engagement through targeted messaging by leveraging the Channel Behavior and Product/Service Utilization KLIs to understand your account holders current utilization.