Solution introduction

Create custom insights in a low-code, management tool to quickly develop and deploy new content across all bank channels

The Engagement Builder enables banks to:

  • Create personalization IP – differentiate from competitors
  • Bring innovation in house – design custom insights without custom development
  • Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources
  • Distribute across all banking channels, institution entities and geographies

The power of the engagement builder

  • Data inputs - Combine Personetics capabilities with bank data including marketing campaigns, CRM alerts and notification systems
  • Customer analytics - Personetics extensive library of data assets and calculations on customer financial data identify behavior, patterns and important events
  • Building - Define logic, behavior and user experience on new and out of the box insights
  • Managing - Control experience with groups, priorities and dependencies
  • Deployment - Control content across channels and iterate for best results

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