Overview

Build experiences for the moments that matter. Put account holders into audience segments based on their unique needs, then curate an experience with targeted financial products to meet those needs. Group businesses by their vertical, complexity, and specific financial needs—and deliver a tailored UI that features the functionality they need.

Benefits

Get back to personalized service, digitally

Boost revenue with timely product placement aligned to customer moments, maintaining engagement by anticipating future instances.

Differentiate beyond logos and colors

Deliver personalized experiences that showcase your brand and resonate with account holders by deeply integrating with their financial lives.

Configuration that’s easy to manage

Our tools need no coding for setup, deploying, or managing.

Features

Segment account holders easily

Audience Builder transforms transaction and behavioral data into traits, enabling you to easily create targeted audience segments for tailored experiences.

Create custom experiences effortlessly

Maximize efficiency with Experience Builder's "drag and drop" functionality, enabling quick composition and configuration of audience-specific dashboards without starting from scratch.

Empower users with dynamic dashboards

Craft personalized experiences easily with our Content Blocks—flexible, movable tiles for designing intuitive and visually engaging user interfaces.