AI is rewriting the rules for banks — are you ready?
To grow, banks need to think differently. AI isn’t just another tool — it’s a game changer. With AI unifying data automatically from tools like CRM and digital channels, banks can deliver deeply relevant products and services, reduce costs, and seize growth opportunities. AI-powered tools enable your teams to deliver context-aware customer engagements, make data-driven decisions, and strategize with confidence.
90 days
half of new bank accounts close within this time
$500
average cost to acquire a banking customer
≈30%
boost in banks’ efficiency and productivity with AI
600 bps
revenue gain by pairing AI with customer-facing teams
Grow business by making every touchpoint count
Acquire
Activate
Retain
Expand
Intelligence Fabric
Move beyond rule-based engines to dynamic, AI-powered engagement
Identify behavior patterns, aggregate data from disparate sources and systems, and define segments. This unified data foundation enables more accurate targeting and smarter engagement.
Align customer data with relevant products and messaging. This ensures personalized offers that resonate with each segment.
Personalize activation plans and optimize upsell strategies. AI-driven journeys deepen engagement and boost product adoption.
Increase your product holdings with intelligent cross-sell and upsell
AI-driven efficiency and powerful insights at your team’s fingertips.
Smarter engagement at low cost
Offload manual tasks and activate personalized cross-sell and upsell journeys at scale. With just a few clicks, your team can launch AI-driven campaigns that match customer needs and your brand - letting them focus on strategy, not execution.
Actionable insights, all in one place
Make data-driven decisions with ease. Consolidate complex data into intuitive dashboards, delivering powerful insights and analytics in one unified view. From product adoption trends to customer engagement metrics, empower your team to strategize with confidence.
