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Customer Lifetime Orchestration

Introducing AI-driven growth for your bank

Break down silos and transform every interaction into a growth opportunity. Powered by advanced AI, Customer Lifetime Orchestration unifies customer data, maps value propositions, and personalizes journeys — driving engagement, boosting product holdings, and maximizing lifetime value.  Want results? This is how you get them.

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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

Become the primary banking relationship for your customers

Powered by Agentic AI frameworks, the Customer Lifetime Orchestrator lets you reimagine growth. Attract new customers, deepen engagement, and expand wallet share — turning every interaction into a revenue opportunity.

Acquire

Attract new-to-bank customers with tailored onboarding.

Activate

Segment-based activation to boost app utilization.

Retain

Delight customers with personalized engagement.

Expand

Deepen wallet share with cross-sell and upsell strategies.

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.

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Equip your teams with AI-powered campaigns and intelligence

AI-driven efficiency and powerful insights at your team’s fingertips.

Smarter marketing at low cost

Offload repetitive tasks and supercharge your marketing team with intelligent automation. With just a few clicks, launch AI-driven campaigns tailored to your customers and designed to match your brand. Focus on strategy, not execution.

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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.

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Supercharge your current systems

Customer Lifetime Orchestration seamlessly coexists with your existing systems. It doesn’t replace your CRM, marketing tools, or other platforms — it enhances them. By aggregating customer data from multiple sources (core banking, CRM, digital channels), it creates a 360-degree customer view. This unified data foundation amplifies your capabilities with AI-driven insights and personalized engagement, maximizing the impact of every interaction.

Integrates

with your existing CRM and marketing tools

Amplifies

existing systems with AI-driven intelligence

360°

customer view unifies data into actionable insights

Embedded

in Backbase platform with ready-to-use user journeys