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Take a $125,000 deposit landing in a customer's checking account.
The deposit clears without a conversation. The funds sit in checking, and the cross-sell depends on someone spotting the balance in a report weeks later.
An always-on large deposit experience: an in-app notification prompts the customer to determine how they would like to use their funds. They state the purpose, the amount and the account and are directed to make a contribution to the chosen high-interest savings account.
Cross-sell revenue on a deposit you would otherwise have seen only in a report, a retention win, and no advisor call to arrange it.
Maximize customer lifecycle value through personalization with minimal IT resources. Every new use case you launch runs on the same approach.
Use marketing budgets to deliver experiences, not to enable new data infrastructures.
Add personalization and channel capabilities on top of your existing Martech stack and tech investments.
Develop and launch new experiences in a single platform without ongoing data analytics and UX development.
Take a hailstorm forming 40 kilometres from an insured address.
The policyholder hears about it from a weather app. Your first contact is an FNOL call three days later.
A warning reaches them ahead of the storm, tied to the insured address. If damage happens anyway, the claim starts in the app with the storm already on the file.
Fewer avoidable claims, lower severity on the ones that still happen, and a renewal conversation that isn't about price.