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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

The Engagement Builder Dashboard gives a complete overview of all insights by category, status and recent changes

The Engagement Builder Wizard is a guide to creating new insights using a library of templates or creating one from scratch

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

Control the style, content and logic of Insights and immediately launch across channels

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

The Engagement Builder low-code environment combines the accessibility of point and click editing with editing queries and related code to accommodate a full stack team

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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