Discover how one bank used EngagementIQ to unlock growth through smarter segmentation—without signing a long-term contract.
An $8 billion bank was doing everything right—or so they thought. They had a strong customer base, competitive products, and an active marketing team. But deposits weren’t growing like they expected. High-value customers weren’t engaging with new products. Something was missing.
The problem? They didn’t have the right insights to target the right people at the right time.
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Instead of guessing, they turned to EngagementIQ, leveraging advanced data analytics to segment their customers based on financial behaviors, capacity, and product needs.
$240M in new deposits and $89M in loans
42,358 households engaged with a 15% account open rate
Cost per account: just $23
A simple shift in product focus doubled CD response rates —driving $78.8M in balances
They weren’t just marketing anymore. They were connecting.
"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, $8 billion bank
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EngagementIQ helps financial institutions refine, pivot, and optimize their marketing efforts—so they can meet customer needs and drive real results.
With EngagementIQ, you can:
Segment your audience based on financial behaviors, not just demographics
Predict customer needs with modeling powered by machine learning.
Deliver the right message at the right time—through direct mail, digital, and social
Monitor results in real-time and adjust strategies quickly
Maximize engagement, deposits, and loans—without wasted spend
Your institution has unique goals. EngagementIQ gives you the insights to reach them.
