The Challenge
Financial institutions need to deliver personalized offers, but the process behind creating those offers is fragmented and manual. Offer strategy, content, and fulfillment are owned by different teams and managed in different systems.
As offer volume and channel complexity grow, banks face more review cycles, slower execution, and higher risk. Teams spend more time coordinating processes and managing compliance than delivering relevant offers to customers.
How Naehas Helps
Naehas removes the execution friction that slows personalized offer creation in regulated environments. With Naehas, the entire offer lifecycle, from strategy through fulfillment, is centrally managed and governed in a single platform, allowing marketing, product, and compliance teams to coordinate their processes efficiently. The outcome is personalization at scale, a complete audit trail, and fast execution across channels.
How Leading Financial Institutions Use Offer Personalization
Product & Pricing
Respond to federal rate changes
Pricing changes are made in one, centralized place. All offers and disclosures are automatically updated across channels, resulting in 75% faster launches.
Offer Fulfillment
Verify eligibility at enrollment
Customers have clear visibility into the requirements for fulfilling an offer. Progress is tracked through completion, and rewards are issued when stipulations are met.
Product & Pricing
Reduce complexity with centralized product and pricing management, and ensure speed, compliance, and scalability.
Offer Fulfillment
Turn offers into outcomes with real-time tracking and transparent customer experiences.
Offer Management
Create and launch personalized offers faster with built-in compliance and governance.
Marketing Workflow Automation
Streamline approvals and launch compliant campaigns in weeks, not months.
More ways Naehas accelerates value for financial institutions
