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.

Reach out

Understand

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.

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.

Anticipate

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

Interactive dashboard showing key metrics about what has happened with customers and balances gained and lost. Compare points in time to understand where you are compared to goals.

InsightsIQ

Data Intelligence

Append outside demographics and create profiles and models to help predict who is likely to open additional accounts or leave. Makes the data actionable!

CustomerIQ

Turn-key Execution

Always on omni channel communication program to reach new and existing customers via mail, email, digital and social media. Executed for you each month with results reporting.

Transactional Analysis

Adds in real world transaction data to go beyond predictive modeling. Analyze where your customers are receiving and sending money to understand future purchase needs.

What you get with each tier:

Insightful Tiers

Actionable Tiers

The
Dashboard

Data
Intelligence

Turn-key
Execution

Transaction
Analysis

Monthly data refresh

24/7 Portal dashboard (3 user)

Monthly statistics on product open/close

Historical product performance comparisons

Customers and balances gained and lost

Interactive map of account openings by product

Customized dashboard

Demographic data append

Customer segmentation system

Customer profiles by product

Product potential scores (Next Most Likely Product)

Attrition Risk with revenue loss

Monthly data & product scores for new customers

Interactive map of customer locations

Deepen relationships with new and existing customers

Action groups created using NMLP, attrition scores and estimated current revenue

Custom communication matrix

“Always On” monthly omni channel campaign:

Direct mail

Digital Display at the household level

Social Media

Custom customer segmentation system

Results tracking dashboard (5 users)

Customer comparison to market and share of wallet

Weekly/daily data transfer (transaction data)

Transaction triggers showing deposit/loan potential*

Creation of “action” files for branch, phone, email

“Always On” weekly omni-channel campaign

* optional segment for wealth management