Engagement Builder
Create custom insights in a low-code, management tool to quickly develop and deploy new content across all bank channels.
Engagement Builder
Create custom insights in a low-code, management tool to quickly develop and deploy new content across all bank channels.
The Engagement Builder enables banks to:
- Create Personalization IP – differentiate from competitors.
- Bring innovation in house – design custom insights without custom development.
- Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources.
- Distribute across all banking channels, institution entities and geographies.
The Power of the Engagement Builder
Data Inputs
Combine Personetics capabilities with bank data including marketing campaigns, CRM alerts and notification systems
Customer Analytics
Personetics extensive library of data assets and calculations on customer financial data identify behavior, patterns and important events
Building
Define logic, behavior and user experience on new and out of the box insights
Managing
Control experience with groups, priorities and dependencies
Deployment
Control content across channels and iterate for best results
Security
- Role based permissions
- Full audit of user changes
- No access to customer data
- Flexibility to deploy on test or sandbox environments or production environment
Change Management and Deployment
- Create and manage content versions
- Concurrent deployment in beta populations and production
- Change log supports multiple user roles, permission and package management
Want to explore how your bank can harness the power of AI to engage and serve customers?
We work with banks of all sizes across all geographies and will be happy to see how we can help.
New York
London
Tel Aviv
Singapore
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