True personalization begins with customer participation
An interactive feature that enables enterprises to uncover the real-time needs of their customers, simply by asking, collecting, and storing this insight to enhance customer understanding and experience.
Ask the customer, then act on the answer
Journeys run on last month's segment data.
Dynamic journeys built on real-time customer feedback.
Needs are inferred from demographics and product holdings.
Segmentation enriched with zero-party insights the customer stated.
Interest goes unnoticed and the moment passes.
Missed opportunities redirected toward fulfillment destinations.
How a major bank used customer participation to increase conversion
A short in-app questionnaire captured each customer's needs, then recommended the best-fit card from the portfolio resulting in these business outcomes.
lift in conversion rate
versus business-as-usual
average quiz completion rate
across customer segments
new cards
issued within 3 months
Right fit card recommendation
Three questions inside the app turn an unknown shopper into a customer with a stated need, and the answer routes straight to the product that fits.
Find the right card
for you
Everyone's financial needs and lifestyles are unique. Three questions is all it takes.
About 30 seconds
Where do you spend most?
Want a lower interest rate?
Need travel protection?
Coverage you may want
cancellation
rental
YOUR MATCH IS
Rewards Card
REWARDS CARD
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Saving excess funds
Increase deposit generating activities by identifying excess funds and prompting savings towards customer goals.
What are you saving toward?
A few questions help us understand your goals and recommend the right account.
How much, and how often?
We set the transfer up for you.
How much could you set aside monthly?
You can change the goal or the amount at any time.
Your savings plan
TRAVEL SAVINGS ACCOUNT
$0 /month
Set aside automatically each month
Based on the goal and amount you chose.
What would help most?
Pick the things you want set up.
Turn these on?
We switch them on for you.
Your setup is ready
Welcome to digital banking. Everything above is live in your account now.
Everyday account
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Digital adoption & onboarding
Drive engagement and adoption of underutilized banking features throughout the customer onboarding journey.
Built to ask, capture, and act
Customizable prompts
Ability to customize questions and prompts through no-code tools.
Zero-party data capture
Capture user preferences, goals, and needs through an interactive user interface.
Audience retargeting
Leverage real-time customer insights to funnel customers through dynamic journeys, or create retargeting campaigns.
CRM integration
Capture and report user intent insights, with ability to enrich CRM segmentation.