What is Ignite Sales

Ignite Sales is an industry-leading fintech company that provides an award-winning software as a service engagement platform for banks and credit unions of all sizes, enabling financial institution to accurately and consistently meet the needs of customers and members digitally and in-branch

Ignite Sales empowers banks and credit unions to increase online apply rates, account openings, and customer satisfaction. Its customer engagement platform builds customized, dynamic, customer-facing conversation guides for financial institutions that discover customer financial needs and generate highly accurate account recommendations that address each customer’s precise needs and circumstances. For over 20 years, banks and credit unions have been boosting the financial wellness of their customers and members with Ignite, resulting in 40% improved customer satisfaction, 100% accurate recommendations, and up to 150% growth in sales. All conversations are captured and leveraged by award-winning analytics that delivers decision-making data to bank management to improve product offerings, processes, and marketing efforts.

Since 1997, Ignite provides financial institutions with customer engagement technology that transforms every banker and member specialist into an expert as they conduct customer conversations using Ignite’s customized, dynamic, digital dialogue guides. The focus of the guided dialogue is to discover customer needs and perfectly match those needs to the bank’s products and services. Ignite helps ensure a consistent, compliant and relevant engagement with all customers and prospects.

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’


Bankers and member specialists in the branches and call centers could use Ignite’s dynamic conversation guides on PCs or tablets to discover the needs and circumstances of customers and prospects and guide them to highly accurate recommendations. The results are astounding.

Consumers also benefit greatly from Ignite’s technology. By using Ignite’s dynamic conversation guides, customers and members feel much more confident about moving forward and opening an account or applying for a loan online. By effectively guiding customers to wise choices through digital channels, banks and credit unions are able to turn digital channels into a much more productive vehicle to increase sales and improve loyalty.

Real Results



Increase in customer satisfaction



Increase in branch product adoption rates



Increase in buying propensity for digital channels

Learn more about

Ignite’s Powerful Conversation Guides

Learn more about engagement solutions for financial institutions that increase customer satisfaction while unifying all channels to provide a consistent customer experience.

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14755 Preston Road
Suite 400
Dallas, TX 75254