Platform use cases

Targeted Acquisition

Grow your base. Win back abandoned applicants, and make it easy for people to refer friends & family.

• Abandoned application win back
• Refer-a-Friend
• Select Employer Group - educational acquisition
• In-Person event
• Email & text message consent capture

Activation

Make it easy for people to enroll in and use account-related services:

Cross-Sell

Use the platform and credit bureau data to deliver personalized cross-sell offers.

• Checking accounts
• Credit cards
• Personal loans
• Mortgages
• HELOCs
• Auto & recreational vehicle loans
• Auto & recreational vehicle loan refis
• Savings accounts
• CDs

Education

Help people fully utilize the accounts they opened and live financially stable lives by educating them on how to:

• Adopt account-related services
• Securely access account & member numbers
• Create savings goals
• Get & manage credit scores
• Choose the right mortgage

Appreciation

Show customers and members how much you appreciate them with:

• Birthday greetings
• Holiday greetings
• Anniversary greetings
• Contests & recognition

Transition Management

Communicate with people before, during, and after an M&A or digital banking system conversion event.

• Mergers & acquisitions
• System conversions

Transaction Management

Communicate details on multiple expiring CDs, leases, and other products. Send notifications to help account holders stay informed and take action.

• CD renewals
• Lease pay-off
• NSF real-time
• Low balance
• Courtesy pay
• Late loan payment
• Escrow

Targeted Acquisition

Grow your base. Win back abandoned applicants, and make it easy for people  to refer friends & family.

• Abandoned application win back
• Select Employer Group - acquisition-branded for employers
• Industry-specific lending acquisition (e.g., dental practice loans)

Activation

Turn account openers into engaged and profitable relationships. Make it easy for businesses to enroll in and use account-related services:

• Online banking
• Mobile banking & other apps
• eStatements
• Default payment methods
• Automatic loan payments
• Extended overdraft protection

Cross-Sell

Use the platform to deliver personalized cross-sell offers.

• Checking accounts
• Savings accounts
• Health savings accounts
• Credit cards
• Business lines of credit
• Commercial loans
• Merchant services
• Tax services
• Courier services
• Wires
• Notary services
• Safe deposit boxes
• Insurance services

Education

Help businesses fully utilize the accounts they opened and live financially stable lives by educating them on how to:

• Adopt account-related services
• Securely access account & member numbers
• Apply for PPP loan forgiveness

Appreciation

Show businesses how much you appreciate them with:

• Birthday greetings
• Holiday greetings
• Anniversary greetings
• Contests & recognition

Transition Management

Communicate with businesses before, during, and after an M&A or digital banking system conversion event.

• Mergers & acquisitions
• System conversions

Transaction Management

Communicate details on multiple expiring CDs, leases, and other products. Send notifications to help account holders stay informed and take action.

• CD renewals
• Expiring leases
• Escrow
• Failed login
• Failed debit pin
• Overdraft
• Low or negative balances
• Below or close to minimum balance requirements (additional fee)
• Met or about to meet maximum transactions (additional fee)