Offer Management

Personalized products, pricing and fulfillment platform.

Purpose-built for financial services companies so you can accurately build personalized offers that provide an elevated customer experience that attracts, retains and grows more customers.

Centralized Offer Management Process

Increase the scale and effectiveness of personalized offers resulting in higher revenue and faster time to market.
  • Easily create, manage and track your different offers types, across multiple lines of business, eliminating complex and time-consuming manual processes
  • Quickly determine eligible audiences and prioritize offers based on customer and business value
  • Present personalized offers to customers in any channel, including web, email, print or branch

Dynamic Product & Pricing Strategies

Gain a competitive edge by delivering complex product and pricing strategies that aren’t possible with legacy systems.
  • Create bundled products (multi-product) offers that drive up-sell opportunities
  • Deliver relationship-based pricing that reflects the value of the relationship to the customer resulting in higher retention
  • Deploy product and pricing for very targeted segments to obtain the best risk adjusted returns

Workflow & Governance

Automate proofing, reviews and approvals reducing risk and decreasing cycle times.
  • AI-powered quality control & auditing tools to ensure offers meet compliance and brand requirements
  • Collaborative review and approvals process to ensure that stakeholders have signed off on the final offers
  • Full auditability for every change throughout the change management process

Real-Time Fulfillment Visibility

Real-time visibility into status of offer fulfillment requirements for a better customer experience.
  • Collaboratively monitor offer responses and take a proactive approach to ensure customers satisfy all stipulations to receive their reward
  • Provide customer care teams with real-time visibility into fulfillment status to promptly respond to customer inquiries
  • Aggregate reporting and actionable insights to track offers sent to consumers and measure offer reach and performance

Enterprise-Grade Solution

Proven to meet the security and scalability requirements of top financial services organizations.
  • Business configurable offer data models that are flexible and easy to modify and manage without IT support
  • Out-of-the-box integration with 3rd party and home-grown solutions via secure APIs
  • Data protection for stored and transmitted data is at the center of everything we do

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