Gain the clarity you need to run campaigns that truly connect with your customers.

CustomerIQ turns your data into clear, actionable insights so you can:‍

Pinpoint your most valuable customers and how to best reach them.

Launch targeted campaigns that deliver real results.

Save time and optimize your marketing budget for maximum impact.

Schedule A Demo5 Features of CustomerIQ

Custom Segmentation

Tailor customer segments based on their unique demographics and financial behaviors, allowing you to craft targeted marketing strategies that resonate and drive engagement, rather than relying on generic, one-size-fits-all segmentation.

Profiles Based on Product Ownership

Delve into detailed customer profiles based on product ownership, including factors like net worth, income, and age, to design personalized campaigns that resonate with your customers' unique needs and preferences.

Customer Product & Attrition Potential

Uncover potential cross-sell opportunities and proactively address attrition by understanding your customers’ behaviors and integrating this insight into targeted retention and engagement strategies.

Investable Assets & Share of Wallet

Gain insight into the investable assets your customers hold, understand how much they’ve placed with you, and identify strategic opportunities to grow your share of their financial portfolio.

Openings by Geography

Visualize where your most valuable customers are located and understand their product usage, enabling you to optimize branch locations and tailor marketing efforts to better serve each geographic area.


"For years, we've leaned on WordCom for our cross-sell program. They use a lot of data to paint a picture of our customers and their needs. It's so important to have a true partner who can take such a pivotal program off our plate and provide the tracking we need to prove ROMI.”

Peg Hudson
CFMP, CMO, MidWestOne Bank, Ret.

Why does it matter?

When your customers feel seen and heard, they’re more than just account numbers—they become loyal advocates for your brand. CustomerIQ helps you turn data into understanding, and understanding into meaningful connections that drive engagement and growth.

Schedule a Demo

Schedule Your Free Demo and see how CustomerIQ can help you speak directly to your customers’ needs and desires. Let’s make every interaction count.

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