Our solution helps you
Unify customer data
Aggregate balance, transaction, payment and other information to deliver a single view of the customer
Drive relationship growth by delivering personalized and proactive experiences - all fueled by AI and machine learning
Analyze and optimize
Explore key trends, patterns and insights about your customers and identify actionable growth opportunities
Peapack-Gladstone Bank transforms the Client Experience across retail, commercial, and wealth with Bottomline Insights and Relationship Management.
“We needed a simpler, more intelligent approach to growing relationships and driving bank-wide performance from day one, while not losing the historical context captured in our prior CRM."
— Kevin Runyon, Chief Information Officer
The Bottomline difference
Bottomline’s Insights and Analytics solutions powered by Digital Banking IQ enable you to transform your current array of technologies into intelligent systems of engagement that facilitate customer growth at every stage of the customer lifecycle. Built specifically for banking, our solutions seamlessly integrate with your customer-facing and backend systems giving your customers and bankers meaningful insights and recommendations when they matter most.
- Pre-built recommendations and insights for commercial, SMB and
- Robust data visualization for interactive dashboards and reports
- Extensible platform with open API’s to meet evolving needs and integrations
- 22+ out-of-the-box core integrations
Learn more with these helpful resources
Over 90% of customers believe their financial institution should know their business, yet only 30% believe their FI actually does
Making the most of your customer data can give you the edge you need in this increasingly competitive landscape. Learn about leading AI and machine learning use cases that can have a transformative effect on customer engagement.
The Strategic Value of Banking Data
Getting closer to your customers means finding intelligent ways to simplify and leverage your data infrastructure. The banking industry is evolving faster than ever before and customer expectations are keeping pace. Find out how you can make the most of your valuable customer data and win the battle for primary ownership of the customer relationship.
The Powerful ROI of Intelligent Engagement
Learn how an intelligent engagement solution can help your financial institution lay the groundwork for proactive and positive customer interactions across all your digital channels by unifying data sources and applying AI to empower your banking teams.
GET IN TOUCH
Want to learn more about Bottomline's digital banking solutions?
Our solution experts are here to help.+1 (800) 472 1321
Chat with us.
Chat with one of our solution experts. We'll recommend the right
product to fit your needs.
your digital transformation.
Tell us a bit about you and your business and we’ll get back to you with all the information you need.