$240M in Deposits and a 65% Reactivation of Dormant Accounts

What One Smart Campaign Delivered

Facing stagnant growth, a large bank partnered with us to segment their customer base using EngagementIQ. After identifying high-opportunity targets, they launched personalized campaigns—and saw a 3X return in under 90 days.

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"We’re thrilled about our partnership with WordCom and the EngagementIQ cross-sell program. Their in-depth data expertise plays a key role in making our cross-selling efforts highly effective. By connecting customers with the right products tailored to their needs, we help them achieve financial well-being while strengthening trust in our team."
‍- SVP of Marketing

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Most Banks Miss Millions in Deposits—Here’s Why

Many banks and credit unions still rely on generic, one-size-fits-all messaging. That leads to missed opportunities because customers expect personalized communication. They want their financial institution to look out for them and give them relevant offers based on their current financial picture.

EngagementIQ helps you deliver personalized messaging effectively and effortlessly. The program combines data enhancement, smart segmentation, and real-time results tracking to deliver personalized, ROI-driven marketing—at any scale.

Learn how EngagementIQ enhances your data and how its segmentation strategy leads to more effective targeting.

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From Data to Dollars: How EngagementIQ Works

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No Contracts. No Commitments. Just Results.

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We believe that results should speak for themselves. That’s why we do not require long-term contracts—no annual or multi-year commitments. You keep working with us because it works.

⚡ Try a hyper-targeted campaign to 20,000 households. 

🧪 Designed for institutions that cannot adjust budgets mid-year. 

📈 Get proof before your fall planning season.

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