Customer Journey

Hosted Technology. Brilliant Performance. Leading Customers to Financial Wellness.

Ignite Sales will change the way you sell products, service consumers, and measure results. We are the only provider in the market that helps you discover the needs of your customers and lead them to financial wellness as the centerpiece of the customer journey. Increasing customer satisfaction and financial well-being while unifying all channels to provide a consistent customer experience.

An Engaging Journey

Help customers and prospects

Help customers, members, prospects, small businesses, middle market, and large corporates to better understand their financial needs.

Dynamic dialogue

Have consistent, dynamic and relevant dialogues with every consumer and business.

customer engagement

Effectively manage customer engagement through all communication channels.

Analytics reports

Effectively measure, track and manage through easy-to-understand analytics. Gain visibility to customer engagement at each level of the organization, product and service effectiveness and marketing optimization.

Implemented within 90 days

Delivered as a cloud-based service, Ignite’s patented solution can be implemented in 90 days without interrupting existing infrastructure.

  • The Challenge

  • What We Do

  • Results

The Challenge

Banking is at an inflection point. Together with the obvious pressures from epidemic generated economic challenges, regulations and low interest rates, non-bank financial competitors such as Amazon and Rocket Mortgage are changing customer engagement expectations and threatening your bottom line. Consumers and small businesses want real time, ‘Amazon like’ experiences across every customer-facing touchpoint, including branches, on-line and mobile. They want to know that your institution is primarily interested in their financial well being and you engage with them in a manner that reflects that concern. Bottom line: they want a consistently rewarding and engaging experience with your institution.


What We Do

Ignite empowers your organization to discover the financial needs of your clients and prospects and guide them to wise financial choices.  We do this by developing customized, customer facing, guided conversations specifically designed for each line of business and customer engagement channel.  We use a powerful combination of artificial intelligence, behavioral science and elegant design to create an amazing experience with every customer sales interaction.



For over 20 years, financial Institutions have achieved powerful results by implementing Ignite Sales in the branches and in the digital channels.  Here are just a few examples:

  • 150% more effective branch bankers
  • 40% increase in customer satisfaction
  • Digital customers 4x more likely to purchase a product
  • 85% shortened sales cycles
  • 50% increase in on-line loan application rates

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Get in touch to learn what brilliant customer engagement could look like for your bank.

customer engagement for financial institutions

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14755 Preston Road
Suite 400
Dallas, TX 75254