The Personified Platform
Grow your share of wallet and increase engagement by providing the most personalized digital banking experience your customers have ever seen. Our technology provides
customized education and guidance for your customers every day – finally
transforming your physical branch into a digital one!
Personified Platform Features & Benefits
Financial Journey Guide
Understand each customer's unique financial journey and be able to deliver exactly the right service or product in the moments that matter most.
Financial Health Leveling System
Our Financial Health Leveling system gamifies your customer's ability to improve their entire financial picture all within your digital banking channel.
Automated Financial Guidance
Give your digital banking channel the ability to deliver daily, automated and personalized financial guidance directly to your customers.
Predictive Product Referrals
Increase product conversions and make your business more sticky through cross-selling, upselling, and reselling products based on the personal needs of your customer.
Digitized Relationship Building
Instantly address any need, solution, or service that your customers want in your
digital banking channel without making them come into a branch or call the customer care center.
Serve your customers, provide the most relevant products and services to fit their needs, and adapt to changes instantaneously as they grow, regardless of what financial journey they may be on today.
Internal & External Transfers
Provide a seamless money experience by making recommendations to bring money into your bank from competitors or between internal accounts.
Immediately capture your customer's external accounts so they have the most personalized mobile banking experience possible.
Ready to dive deeper with your customers?
To access the most enriched customer data, you need to have a digital experience that brings immediate value, engages customers beyond normal banking expectations, and speaks to their unique financial journey.