Onboard

Capture funding, direct deposits, and merchant subscriptions

Win primary financial institution and top of wallet status.

Product-based onboarding journeys

Deploy a special activation journey for checking accounts, indirect loans, and mortgages.

Configuration over code

Add, remove, and edit steps to fit your brand and desired action items.

Re-engage

Digital banking reminders

Help onboarding consumers pick up where they left off within mobile and online banking.

Personalized emails

Drive action items through existing email channels.

Auto-track progress

Send reminders to consumers to finish any uncompleted actions.

Audiences

Intelligent audience segmentation

Leverage advanced analytics and recommended audience segments to improve campaign effectiveness.

Targeted audience creation

Gain valuable insights without manual list pulls, saving time and resources.

Continuous audience updates

Always on, no waiting - continuous audience targeting with no delays.

Campaigns

Recommended campaigns

Launch campaigns in minutes, not months.

Optimized campaign templates

Use our expertly designed templates for immediate deployment.

Dynamic content personalization

Automatically personalize content for each recipient based on their behavior or custom variables, increasing engagement.

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