Increase relationship value

Increase product adoption

Identify customers who may benefit from additional checking, savings, card, lending, or digital products.

Grow card engagement

Engage customers throughout the card lifecycle, from activation and mobile wallet adoption to reactivation and increased usage.

Identify business owners hiding in retail data

Use transaction activity such as vendor payments, payroll transfers, and business-related spending patterns to surface potential business banking relationships.

Expand lending-only relationships

Introduce relevant deposit and everyday banking products to customers who currently interact with your institution primarily through a loan.

Increase primacy

Help move customers from a single-product relationship toward a deeper connection with your institution.

Easy segmentation

Build audiences with a no-code segment builder, with no SQL or data team.

Automated triggers

Use pre-built, automated triggers for common cross-sell moments, such as a mortgage customer with no home insurance or a high savings balance with no investment account, with no manual list-pulling.

Shared playbooks

Start from proven cross-sell playbooks shared across the community of institutions on the platform, so you gain best practices a much larger bank would build on its own.

Grow engagement

Grow card engagement across the lifecycle, from activation and mobile wallet adoption to reactivation.

Find business customers

Surface business owners hiding in retail data through vendor payments, payroll transfers and business-related spending.

Build primacy

Bring everyday banking to customers who only have a loan with you.

Turn more customers into deeper, more valuable relationships

Grow the value of every relationship

Proof points

How IEP helps

Ready to see similar results?