Engage Suite delivers timely, relevant financial guidance through your digital banking channels. Customers receive proactive insights, recommendations and savings opportunities based on their own financial behavior. Every interaction is built to help them act, not simply to inform them.
Engage Suite gives customers proactive guidance on the activity that moves their balance: expenses, income, cash flow, subscriptions and what is coming up next. Financial trackers turn everyday transactions into a clear view of where money is going, so customers can manage daily decisions without having to hunt for the information.
Personalized insights turn each customer’s financial activity into guidance they can act on: what changed, what it means and what to do about it. Contextual recommendations and offers arrive when they are relevant, which builds engagement and gives customers a reason to bring more of their financial life to the bank.
Savings journeys help customers set a goal, see progress and keep going. Engage Suite invites customers into goals based on what their financial activity suggests they are working toward, then supports them with recommendations and progress tracking. Automated programs like Smart Save, Pay-Yourself-First and Round Up move money based on cash flow and preference, building savings habits and deposit balances together.
Build and customize your own insights, trackers, visuals and journeys with an intuitive no-code platform, so your teams can adapt quickly to market trends and changing business needs.
