What can IEP do?
Our Intelligent Engagement Platform (IEP) is built for community & regional banks, credit unions and large financial institutions whose advantage has always been knowing their customers. We give you the data intelligence to keep that advantage at digital scale.
- Proven in production
- Onboard in weeks
- Trusted by 500+ financial institutions
- Pre-integrated with your existing tools
See everything about your customers & campaigns
Most customer data platforms hand you a warehouse. We hand you answers: 800+ ready-made data points across customers, products, and interactions, calculated from day one and explorable by any user.
Customer, product, and interaction metrics arrive ready-to-use. Add your own custom data points and they work exactly like the built-in ones.
Every data point works across your full customer base, any audience you build, and any individual customer.
Every data point is scored for completeness, so you know what's safe to act on.
Built-in guardrails govern who sees what, at what detail, and what can leave the platform.
Point, filter, compare, drill down. No SQL, no data team, no queue between the question and the answer.
Track conversions end to end: from delivery through to the product acquired and the value it generated.
Charts you can read at a glance without a design pass.
Ready-made views for the questions marketing teams ask most. Working on day one, adaptable as your questions sharpen.
Take data points, segments, and dashboard results into your own BI tooling. All governed by the same permissions and PII/PCI guardrails.
Models that already speak finance
Turn customer data into foresight. Our Churn and Next Best Product models identify product opportunities, anticipate customer needs and recognize risk before it becomes obvious. Historical reporting tells you what customers have already done. Predictive AI helps determine what they may do next.
Identify customers showing signals that indicate an increased probability of leaving or reducing their relationship.
Determine which products, offers or actions may be most relevant to an individual customer.
Surface customers with a higher propensity to add deposits, adopt products or deepen their relationship.
Focus marketing and relationship-management resources where they are most likely to have an impact.
New customer behaviors and outcomes are used to refine predictions over time.
Ranked signals show what pushed the risk and opportunity up, and what held it down.
Leverage your customer data for better engagement
Insight only counts when it reaches the customer. Experience management is where an audience becomes an offer, an offer becomes a message, and every message lands in the channel your customer already uses through the marketing tools you already run.
Audience, offer, channel, timing, and monitoring live in a single definition. Not scattered across a segment list, a spreadsheet, and a campaign tool.
Layer AI predictions with product holdings, business rules, and compliance conditions in one place.
Utilize your existing email, SMS, online banking, mobile banking, and branch tooling. No rip-and-replace.
Offer, product, and content vary per customer using any of the 800+ data points, not just first name.
Move customers into different experiences as their behavior, needs or likelihood to respond changes.
Outcomes flow back into the profile, so the next experience is sharper.
Integrations
We connect customer intelligence with the systems across your financial institution, helping you get more value from your existing technology ecosystem rather than requiring you to replace it.
Bring together relevant data from core, transactional, digital, CRM, marketing and other systems.
Send audiences, insights and customer signals into the tools your teams already use.
Enable customer behaviors and events to inform timely actions across connected channels.
We know your core. Our native core integration connects directly to the systems you already run, so you’re live faster with data you can trust.
Access control
We implement layered identity and access management controls to ensure users are granted only the access required for their role. Access is governed by the principles of least privilege, need-to-know, periodic access reviews, and monitoring controls designed to protect sensitive information.
Access to detailed information about user activity-related events to identify potential security issues, review access, and troubleshoot configuration changes.
Control what each role and user can see and do, down to the level of individual features, data objects, and customer metrics.
Hide sensitive data from roles that do not require them, while remaining available to the processes that do.
Access is granted based on job function, business requirements, and a need to know basis.
Support and documentation
Every client gets a dedicated Customer Success Manager through deployment and beyond.
All users gain access to our online end user guides.
Three offices across three continents mean there's always someone ready to help, whatever your time zone.
Every client benefits from what the community learns. Proven campaigns and best practices from peer institutions, ready to put to work.