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Data on a Touch Pad

Tracking What Grows and Fortifies FI's

BANKRADAR

Tracking What Grows and Fortifies FI's

FI SOLUTIONS

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Digital Engagement Strategy

What FI's Can Learn from Domino's, DraftKings and Other Digital Engagement Leaders

With a passion for technology, our founder left Gartner and established a team to track and validate banking technology and best practices. You invest a ton in tech yet how is your engagement strategy?  Unless you are in the Top 5, you have room for improvement.  Actually, even they have room for improvement.  Where and how?  We evaluate and benchmark your FI’s digital engagement efforts.  Compare you to the FI leaders and better yet other vertical leaders such as Domino's, DraftKings and Amazon. We augment your existing digital engagement to accelerate growth.

One of the biggest mistakes that we see banks/CU's make is driving campaigns to grow specific areas vs. truly understanding their clients'/members' needs.  

We may be Gartner alumni, yet we agree 100% with Forrester and their 2021 report, "Banks Should Personalize Across The Lifecycle And On All Touch Points".

Contact us below to schedule a 'discovery meeting' and we'll show you how you measure up and where are your gaps.

Strategizing

FI Force Multiplier

Strategic Growth for FI's

FI's desire to leverage data to...

 acquire more customers/members to grow/retain deposits and to cross sell and increase spend on their products

  • Acquire more customers/members.

  • Grow/retain deposits

  • Cross sell and increase spend on other products.

They lack:

  • Consistent access to data from other sources to help with acquisition and cross sell

  • Technology and best in breed tools to coordinate embed and execute campaigns

  • Most FI's don’t run CDP’s like Retailers

 The Opportunity:

  1. Create a holistic view of the customers/members across the FI

  2. Enable a FI to have a more fulsome view of their customers/members 

  3. Deliver more targeted effective offers and experiences to customers/members

  4. Create and execute the right lifecycle marketing treatments to customers/members

Modern City

BOTB TOOLBOX

Partners

Working With the Best of the Best (BOTB)

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CLIENT REVIEWS

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"You consistently bring quality to the banking table. We want to know the best. We want to work with the best."

EVP, M&T Bank

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"Consistent. Perseverant. We strive to stay on the cutting edge to better serve our members.  We leverage BankRadar and their guidance.

SVP, America First Credit Union

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"Been working with this team for almost 20 years now. We want to know and embrace the best banking solutions for our clients."

EVP, Huntington Bank

HOW MAY WE SERVE YOU?

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