Client Understanding & Engagement
You’ve spent a lot of time and money to acquire new customers for your financial institution.
Now is the time to make sure you’re maximizing the relationship and increasing customer satisfaction to ensure they stay with you for years to come.
Gain a deeper level of understanding.
We crafted EngagementIQ for banks and financial institutions aiming to deepen their understanding of existing customers and strengthen their relationships.
With its four-tier approach, EngagementIQ is both systematic and effective. The initial two stages are dedicated to insightful data analysis, providing you with a profound understanding of both your current and potential clientele.
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Take action
What are insights without action, after all?
Building on these insights, we help you spring into action. We’ll develop a custom omni-channel campaign that ensures precision targeting, delivering your message to the right audience exactly when it’s most impactful.
A new level of personalization.
With our intuitive dashboard, monitoring and assessing the results of your campaign becomes effortless- as it should be.
For those seeking an even more profound understanding, EngagementIQ Advanced delves into transaction-level data, ushering in an unprecedented degree of personalization.
Be ahead of the curve—anticipate and address your customers’ needs even before they realize them themselves.
Data-driven decisions. Intuitive tracking.
Stop Attrition
We can help identify your customers/members who are not only likely to leave but also which are most profitable. An always on attrition prevention program will help you keep the people you’ve worked hard to attract and that make your business better.
Customer Profiling
A deep understanding of your client base will not only help you know who you are working with but will help your marketing team to make better decisions on attracting future business.
Cross-selling
An always on cross-selling program will help build longer lasting and more meaningful relationships with your client base by identifying and promoting their Next Most Likely Product to them.
Data Insights
Know what is happening in your business each month. Our insights dashboard will show you each month the new and lost accounts for all your products/services. The dashboard will also show you all the balances with those accounts.
The EngagementIQ Tiers.
The Dashboard
Data Intelligence
Turn-key Execution
Transactional Analysis
What you get with each tier:
Dashboard
Intelligence
Execution
Analysis
* optional segment for wealth management
