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Turn digital banking into a relationship channel

A good branch banker knows who you are and what you need. Our Intelligent Engagement Platform brings that to online and mobile banking, using customer data to decide what each customer sees, when, and why it matters.

Create smarter digital experiences

Increase adoption of valuable digital tools

Identify customers who may benefit from embedded features such as credit insights, financial wellness tools, or other digital services and promote them within the banking experience.

Deliver relevant in-app messaging

Show customers offers and content based on their products, behaviors, and needs instead of displaying the same message to everyone.

Build always-on engagement

Keep relevant experiences active continuously and allow customer behavior to determine when an offer should appear.

Drive customers toward meaningful actions

Connect engagement to measurable outcomes such as feature adoption, product opening, application, activation, or conversion.

success stories

Proof points

11.1%
conversion among customers reached with an embedded digital feature promotion
10.4%
Zelle enrollment among customers reached in a soft-launch pilot
41.4%
mobile check deposit adoption from a promotion at one bank
intelligent engagement platform

How IEP helps

Personalize

Personalize in-app and online banking messages by each customer's products, behavior and needs, instead of the same banner for everyone.

Real-time

Trigger outreach in real time from customer behavior, not weeks later.

Omnichannel orchestration

Orchestrate across app, email and website, so customers hear from you where they actually are.

Catch early

Catch early relationship moments, like a first credit card or first auto loan, with life-stage segmentation.

Digital adoption

Drive adoption of everyday digital features such as Bill Pay, Zelle, e-statements, credit insights and financial wellness tools.

Always-on experiences

Run always-on experiences without a large marketing tech team, and measure feature adoption and conversion.

Smart Bank
customer success story

Smart Bank using IEP saw a 16% increase in mobile wallet spend.

Read story

Ready to see similar results?

Build digital relationships with Intelligent Engagement Platform