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CompanyMaking the use case actionable
Clients who have made large payments to a lending product may have had a recent change in their financial situation. Offer a consultation with a personal banker to help these account holders decide if your other financial products may better suit their current situation.
A large payment to an auto lending product may indicate that a loan has been paid off, and the account holder could be shopping for a new car. Target these account holders with your auto financing offer in your digital banking channel.
Customer Insights & Marketing Automation
Consumers now demand personalized experiences from every interaction. Our Key Lifestyle Indicators® and Key Business Indicators® provide insights about your customers that span all aspects of their financial journey from product utilization to held-away accounts.
These insights and data analytics can inform your institution’s strategies for delivering truly targeted and relevant personalized engagements every time, leading to increased profit and brand loyalty.
