What is Digital Engagement

Digital engagement for banks and credit unions is more than chat bots and pop ups, it is interacting with customers and members where they are, then accurately discover their needs and present them with personalized product recommendations 24/7.

Instead of making you weed through content, a conversation guide picks a tailored set of products for you. Because of that we have seen a tremendous lift and increase in digital sales.

–Andy Hernandez, Regions Bank in American Banker ‘A digital leaders guide to building relationships’


In order to accomplish this, banks and credit unions must incorporate a powerful combination of artificial intelligence, behavioral science and elegant design to create an amazing experience with every customer interaction online. This comes in the form of dynamic digital conversation guides. A solution that can intuitively guide customers to the right products, while enabling the financial institution to gather real-time data and analytics to better serve their customers and members.

online account opening performance for financial institutions


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