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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

The Engagement Builder Helps Banks:

  • 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

PLATFORM CAPABILITIES

BUILD

  • Define logic with access to over 200 Personetics data enrichment assets, customer-level attributes and external resources such as campaigns or customer analytics
  • Build calculations and complex statistical aggregation functions
  • Configure Insight behaviour by assigning parameters such as exposure period, engagement policy or personalization attributes
  • Customize Insight UX and structure through drag and drop content blocks
  • Populate insight details with both dynamic user data and static content such as language, images, graphs and external URLs
  • Configure calls to action -including conditional logic based on user’s data

EXTERNAL DATA AND MARKETING CAMPAIGNS

  • 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

CHANGE MANAGEMENT AND DEPLOYMENT

  • Create & manage content versions
  • Concurrent deployment in beta populations and production
  • Change tracking and approval process

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

TECHNICAL REQUIREMENTS

  • Deployed and hosted on prem or cloud.
  • Custom login infrastructure for SSO or Active Directory.

STATISTICAL SUMMARIES

80 Total Insights (12 inactive)

8 Bank Insights
72 Personetics Insights

DISTRIBUTION OF THE INSIGHT’S TYPE

Inactive

Onboarding & Reactivating 24 (Active: 20 | Inactive: 4)
Financial Quizzers & Goals 33 (Active: 28 | Inactive: 5)
Transaction Monitoring 27 (Active: 27 | Inactive: 0)
Activity Summary 22 (Active: 20 | Inactive: 2)
Optimize Cash 13 (Active: 12 | Inactive: 1)
Notifications & Reminders 39 (Active: 39 | Inactive: 0)
Explore Existing Features 26 (Active: 20 | Inactive: 6)
Proactive Balance Forecasting 38 (Active: 19 | Inactive: 19)
Promote New Products 25 (Active: 20 | Inactive: 5)
Other 15 (Active: 13 | Inactive: 2)

Building Custom Insights Based on Customer Needs

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