customer success story
Amerant Bank using IEP saw a $2M+ deposit growth through precision product gap targeting.
Grow deposits
Your next deposit opportunity may already be inside your customer base. Our Intelligent Engagement Platform finds customers with untapped deposit potential and engages them with personalized journeys that move more money and more relationships to your institution.
Deposit growth opportunities the platform can uncover
Identify product gaps
Find customers who already have a relationship with your institution but do not have checking, savings, or other core deposit products.
Grow indirect lending relationships
Turn customers acquired through auto and other indirect lending channels into broader banking relationships by introducing relevant deposit products.
Find hidden business banking opportunities
Use transaction patterns to identify retail customers who may also be operating a business and could benefit from business checking, lending, or treasury solutions.
Prioritize the customers most likely to respond
Move beyond broad campaigns by using behavioral and relationship data to focus on customers with the greatest potential for growth.
success stories
Proof points
$2m+
New deposits from existing customers via product gap targeting.
$1m+
New deposits from an indirect auto activation campaign.
1.6% to 2.5%
of customers reached converted on CD offers at two institutions.
intelligent engagement platform
How IEP helps
Unify
Unify account, product and transaction data into one customer view, with no data warehouse project.
Identify
Spot product gaps: customers with a loan, card or CD but no checking or savings.
Prioritize
Prioritize the customers most likely to respond, using behavioral and relationship data instead of broad campaigns.
Reach
Trigger timely offers from real account behavior, such as certificate of deposit renewals and changes in deposit balances.
Convert
Convert single product customers into full banking relationships.
Measure
Measure account openings, conversion and deposit growth.
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