Thought Leadership

Increasing Customer Loyalty in Banking | Use Case

Features & benefits:

Identify customers at risk of switching

Learn from advanced analytics and propensity scoring to identify customers at risk of switching providers, and respond in real time with personalized products, offers, or engagements to increase customer lifetime value (CLTV).

Our CDP solution for banks

Encourage loyalty amongst banking customers

Boost loyalty amongst your banking customers and become their primary provider through contextually relevant engagements. Orchestrate journeys that align with customers’ evolving needs, whether they’ve demonstrated an interest in personal financial management (PFM) or retirement planning.

Improve NPS & CSATs

Ensure all brand-customer conversations are personalized, delivered at the right time, and communicated via the right channel to improve customer satisfaction (CSAT) and net promoter (NPS) scores.

Our customer journey solutions

Customer Loyalty in Banking


Journey objectives:

  • Banking Customer Loyalty
  • Personalized Experiences
  • Maximize Revenue Streams


Problem statement:

As consumers become digitally savvy, aided by the growing market of digital-first financial services providers, it’s becoming increasingly challenging for banking providers to encourage customer loyalty. Many customers are comfortable developing multiple relationships based on their needs and banking preferences, with the democratization of transactional data and the rise of open banking meaning there are greater opportunities to do so. The challenge for traditional banking providers is to ensure long-lasting customer loyalty and advocacy through personalized digital engagements that evolve as their customers’ needs do.

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Use case overview:

The Intelligent Engagement Platform empowers banking providers to foster customer loyalty by demonstrating a commitment to their financial well-being, and ultimately by becoming trusted advisors throughout important life moments (such as taking out a mortgage or preparing for retirement). Individual and circumstantial metrics – from the customers’ choice of communication channel and household insights to cross-generational banking preferences – guide contextually relevant engagements throughout the customer lifecycle, and drive real value from acquisition to retention.

By identifying cross- and upselling opportunities, the Intelligent Engagement Platform also enables banks to proactively orchestrate customer journeys based on their future banking needs to boost customer loyalty and prevent switching.

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Solution approach:

The Intelligent Engagement Platform unifies all available data sets, including customers’ transactional and consented data, into an always evolving Customer DNA™. By creating a holistic view of each customer, enhanced by a layer of advanced analytics, the platform equips banks to create seamless omnichannel experiences, promote new products based on customers’ eligibility, intentions, and financial needs, and reward banking customers for their loyalty with individualized offers.

What’s more, sophisticated scoring allows banks to identify customers with a propensity to switch, and target them at exactly the right moment with personalized offers enabled by real-time interaction management (RTIM) functionalities.


Boost loyalty and advocacy scores amongst banking customers with truly personalized experiences.

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