Turning everyday digital engagement into stronger financial relationships

Unlike many providers that offer marketing tools and leave execution to the financial institution, our Lifecycle Marketing program is a managed service. We develop, deploy, optimize, and measure campaigns designed to drive adoption and engagement with digital banking products and services.

A successful conversion doesn't end at launch. End-User Marketing helps accelerate user adoption, educate account holders on available features, and drive ongoing engagement with digital banking products and/or services long after implementation. We offer two complementary approaches to support these goals. Lifecycle Marketing delivers targeted, automated campaigns based on where users are in their digital banking journey, helping drive awareness, adoption, and ongoing engagement.

‍

Self-Service Marketing provides ready-to-use marketing assets that financial institutions can deploy on their own to promote specific products, services, or initiatives whenever needed. Together, these solutions provide both strategic, automated engagement and flexible marketing support to maximize digital banking adoption.

The level of effort depends on the End-User Marketing solution you choose. With Lifecycle Marketing, minimal effort is required from your team. We manage campaign strategy, deployment, testing, and optimization, allowing your staff to focus on other priorities while still benefiting from ongoing, data-driven marketing support.

‍

With Self-Service Marketing, your team has access to professionally designed, ready-to-use marketing assets that can be downloaded and deployed whenever needed, giving you the flexibility to support your own marketing initiatives while reducing the time and resources required to create campaigns from scratch.

We use targeted onboarding and engagement campaigns that promote key products such as Mobile Banking, Bill Pay, Mobile Deposit, Money Management, Alerts & Notifications, and other digital banking features based on user behavior and lifecycle stage.

Success is measured through reporting that tracks campaign engagement, product adoption, and user activity over time. These insights help demonstrate how End-User Marketing contributes to increased awareness, stronger product adoption, and more active use of digital banking services.

Absolutely. End-User Marketing is designed to complement your existing marketing efforts, not replace them. Many financial institutions use Lifecycle Marketing alongside their own campaigns to support broader business goals and strategic priorities, while also leveraging Self-Service Marketing assets to quickly promote products, services, seasonal initiatives, or other marketing priorities using professionally designed, ready-to-deploy materials. Together, these solutions provide flexibility to support both automated engagement and institution-led marketing initiatives.

The platform provides the technology; End-User Marketing helps drive awareness, adoption, and ongoing usage of that technology. Together, they help maximize the value of your digital banking investment.

End-User Marketing offers the flexibility to choose the approach that best fits your institution's needs. Lifecycle Marketing is a fully managed solution where our team develops, deploys, monitors, and optimizes campaigns on your behalf, reducing the operational burden on your staff.

‍

Self-Service Marketing provides a library of professionally designed marketing assets that your team can deploy on demand, giving you the flexibility to support institution-specific initiatives and marketing priorities. Whether you prefer a fully managed approach, self-service flexibility, or a combination of both, End-User Marketing helps drive awareness, adoption, and ongoing engagement with digital banking products and services.

Financial institutions leveraging End-User Marketing have seen stronger awareness, adoption, and ongoing engagement across key digital banking services. Lifecycle Marketing participants have experienced higher adoption and more active use of digital banking compared to non-participating institutions.

‍

Self-Service Marketing enables financial institutions to quickly promote digital banking services, institution-specific products, seasonal initiatives, and educational content using professionally designed marketing assets, helping extend marketing reach while reducing the time and effort required to create campaigns internally.

End-User Marketing includes both Lifecycle Marketing and Self-Service Marketing solutions. Lifecycle Marketing offers automated onboarding, product adoption, ongoing engagement, and user reactivation campaigns designed to encourage continued use of digital banking services.

‍

Self-Service Marketing provides a library of professionally designed marketing assets that financial institutions can deploy on demand to promote a wide range of digital banking products, services, features, seasonal initiatives, and educational campaigns.

End-User Marketing supports a broad range of digital banking products and services through both Lifecycle Marketing and Self-Service Marketing. Lifecycle Marketing includes automated campaigns for key digital banking services such as Mobile Banking, Bill Pay, Mobile Deposit, Money Management, Alerts & Notifications, and Text Message Banking, with additional products supported as available.

‍

Self-Service Marketing offers a growing library of ready-to-use marketing assets covering these and many other digital banking products and services, enabling financial institutions to promote new features, drive awareness, and support adoption based on their unique marketing priorities.