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Engagement Builder

Quickly and easily create custom content and engaging insights with a codeless management tool that speeds up the development cycle and deployment to all bank channels.

Engagement Builder

Quickly and easily create custom content and engaging insights with a codeless management tool that speeds up the development cycle and deployment to all bank channels.

The Engagement Builder enables banks to:

  • Create Personalization IP – differentiate from competitors.
  • Bring innovation in house – the user friendly, flexible framework lets you create and design custom insights with no coding.
  • Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources.
  • Distribute across all banking channels, institution entities and geographies.

Data Inputs

Financial data, customer flags, bank campaigns

Customer Analytics

Calculations to understand 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

Test new insights, deploy to QA and production, and control across channels

Execution

Present insights to customers, measure results and iterate

The Power of the Engagement Builder

Build

  • Import data from any other channel or bank data source
  • Easily deploy marketing offers, contextual sales and product launches directly to the most relevant audiences
  • Incorporate other integrations to Personetics Insights

External Data and Marketing Campaigns

  • 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

  • Deployed and hosted on prem or cloud.
  • Minimum requirement: Chrome (recommended), IE 11 and later.
  • Custom login infrastructure for SSO or Active Directory.

The Engagement Builder Dashboard gives a complete overview of all the Insights deployed and their performance statistics

Compare views of content between language, use case and channel for ease of translation and consistency

Choose from a variety of insight types including trivia, questionnaires and aticles to ensure high levels of engagement.

The Engagement Builder provides an advanced logic tools for using raw data, Personetics’ calculations or to create custom calculation for generating insights.

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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