Uniquely designed for every line of business
Build loyalty and trust by proactively engaging with your retail, business, and wealth management customers.
Out-of-the-box intelligence and analytics
Leverage data and insights to retain, deepen and grow profitable customer relationships.
Pre-integrated and ready to scale
Accelerate your digital transformation with a banking-specific solution that can evolve alongside fluctuating customer needs.
Single view of the customer
Chase customer relationships, not customer data.
Unify internal and external customer data in one place and ensure every relationship manager has the full context they need to grow each relationship. No more customer data scavenger hunts across multiple systems.
- Prioritized activity feed specific to each customer including key events, recommendations, tasks, appointments and more
- Interactive Relationship Map to explore relationship linkages and company hierarchies
- Create and take action on leads, service cases and recommendations
Lead and referral management
Increase referrals through easy, timely capture.
Drive the creation of leads and referrals across your organization and ensure nothing falls through the cracks.
Facilitates cross-functional communication and collaboration
Easily convert recommendations and insights into leads and progress them through the buy cycle
Track every referral and lead to ensure timely follow up
Supercharge banking data with artificial intelligence.
Add a personal touch to every customer interaction from start to finish by arming relationship managers with AI and machine learning insights and predictions.
- Actionable insights and predictions about key transactions and account trends
- Data-driven cross-sell recommendations
- Prioritized dashboards based on primary relationship value
“Digital Banking IQ is great for referrals in our retail branches, it is a simple, intuitive system that helps a lot by eliminating manual tracking and enabling our incentives and processes.” | Director of Retail | $5B community bank
Empower your leadership team with intelligence-based information that helps them make strategic decisions to drive short- and long-term business results.
Comprehensive view of key products, industries, and lines of business
Identify overall customer relationship intensity and potential growth and churn mitigation opportunities
Onboarding and campaigns
Create customizable workflows to ensure the consistent and efficient onboarding of new accounts and execute banker-led campaigns to support marketing efforts.
Automate onboarding tasks and workflows for newly opened accounts
Easily stand up new products and create and launch campaigns based on business objectives
Plan, define, track and compare goals & ROI for brand awareness and lead generation
“What we are delivering with Bottomline will meet the unique needs of our wealth advisors, while helping them understand and grow relationships that extend into the bank in ways wealth-only solutions can’t deliver.”
-Dave Collum, Peapack Private, Chief Operating Officer
Data empowers your entire organization to make the decisions that drive sustained and scalable growth
A superior customer experience starts with enabling your banking teams to provide proactive, intelligent guidance at every stage of the customer journey. Learn how leveraging your data can help your financial institution achieve greater efficiency while delivering a superior customer experience.
Explore the Digital Banking IQ Platform
Our complete solution for digital transformation. From actionable insights to faster onboarding, Digital Banking IQ is the leading intelligent engagement platform for banking and payments.
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