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Turn Customer Data Into Solutions to Grow Your Financial Institution

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Analytics Management Platform (AMP) Helps You Deliver a Higher ROI

 

Are you looking to better understand your customers and members? AMP is the perfect analytics platform for banks and credit unions to do just that and more. AMP tracks every interaction, from products and transactions to call center calls, branch visits, loan applications, and more, and then provides actionable insights for achieving a higher ROI.

By providing one-on-one support with your different lines of business, discussing findings, and creating new campaigns to address any gaps, we transform the data collected into immediately actionable insights to drive loan, deposit, non-interest income, and customer engagement growth.

 

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Results Achieved by Some of Our Clients

$1.22M

Saved per year by reducing over-draft-related charge-offs while increasing the pay ratio and improving member service

$2M

Saved by leveraging data analytics to combat mobile deposit fraud

$110M

Produced in new auto loans in 3 months by leveraging data analytics (this was the same amount the institution produced in the previous year)

#1

Helped a digital branch achieve number 1 ranking within their organization in loan, share, and measured engagement growth

“We had always been a data-driven organization, but with AMP we learned we were asking all the wrong questions”

 

>$10B asset sized FI CEO

We Guide You Every Step of the Way in Your Data Journey

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Eliminate the guesswork when it comes to offering superior customer service.

Analyze the data based on variables that have the greatest impact on the overall health of the financial institution.

Guide decisions based on granular customer intelligence to increase digital growth, retain customers, and mitigate risk.

Our Analytics Accelerator Services help you take the next best action for your financial institution by creating a monthly tactical plan to address gaps.

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Evolve your use of data and enhance results by moving from predictive, to prescriptive, to propensity models.

We drive growth through data science and measuring outcomes and performing sub-segment analysis to understand how each group contributes to that outcome.

Solutions Provided by AMP Modules

 

AMP modules are designed to help you make the most of your data. With advanced analytics such as machine learning and advanced statistics, AMP modules can help you take your data and turn it into actionable insights. This can help drive loan and deposit growth, deepen relationships, increase engagement, and combat attrition. By leveraging the power of advanced analytics, AMP modules provide a powerful tool to help you gain a competitive edge and make more informed decisions.

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Opportunity Multiplier

Finds the best avenues to pursue growth

  • Reveals actions for loan, deposit, & engagement growth

  • The following best action varies by engagement segment

  • Before vs after Engagement Metric identifies best-action

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Engagement Metric

Segments of customers based on how they use products and transactions

  • Reveals actions for loan, deposit, & engagement growth

  • The following best action varies by engagement segment

  • Before vs after Engagement Metric identifies best-action

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Onboarding

Measures new customer onboarding experience at specific time intervals

  • Measures new customer onboarding at 2 days/weeks/months

  • Identifies the best onboarding branch and new account rep

  • Compare digital branch onboarding to traditional branch

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Attrition

Measures member-level behavior at the product or transaction level to warn of attrition

  • Combats attrition from trigger-action-lists

  • Daily, per customer-level measures to detect downward trends in transactions

  • Identify which actions best combat attrition

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Profit

Measures member-level behavior at the product or transaction level to warn of attrition

  • Combats attrition from trigger-action-lists

  • Daily, per customer-level measures to detect downward trends in transactions

  • Identify which actions best combat attrition

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Opportunity Multiplier

Finds the best avenues to pursue growth

  • Identify top employers and hero loan opportunities

  • Set Primary FI flag

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Engagement Metric

Segments of customers based on how they use products and transactions

  • Reveals actions for loan, deposit, & engagement growth
  • The following best action varies by engagement segment
  • Before vs after Engagement Metric identifies best-action

AMP - On Boarding - Icon 2.1

Onboarding

Measures new customer onboarding experience at specific time intervals

  • Measures new customer onboarding at 2 days/weeks/months
  • Identifies the best onboarding branch and new account rep
  • Compare digital branch onboarding to traditional branch

AMP - Attrition - Icon 2

Attrition

Measures member-level behavior at the product or transaction level to warn of attrition

  • Combats attrition from trigger-action-lists
  • Daily, per customer-level measures to detect downward trends in transactions
  • Identify which actions best combat attrition

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Profit

Quantifies activity across branches to reveal profit by segment and determine campaign strategies

  • Quantify digital/mobile action to find best-campaign-actions
  • Full customer, product, branch, level profit
  • Combine with Engagement to reveal profit by segment
  • Thresholds for Attrition and calculate profit for product

Analytics Accelerator Services

 

As a financial institution, you want to make data-driven decisions that will have the most impact on your ROI. Our Analytics Accelerator Services are here to help.

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Overdraft Program Assistant

Reduces charge-offs and improves service by increasing the pay ratio

  • Reduce charge-offs (often a significant bottom-line impact)

  • Improve service by increasing the pay ratio

  • Empower data-driven-decisions

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Relationship Pricing

Best practice modeling, measurement, and use of relationship pricing models

  • How to best construct an overall relationship pricing model

  • Identify and best use of key measures

  • Dozens of use cases

AMP - Overdraft Program Assessment - Icon 2.3

Overdraft Program Assessment

Reduces charge-offs and improves service by increasing the pay ratio

  • Reduce charge-offs (often a significant bottom-line impact)
  • Improve service by increasing the pay ratio
  • Empower data-driven-decisions

AMP - Relationship Pricing - Icon 2.3

Relationship Pricing

Best practice modeling, measurement, and use of relationship pricing models

  • How to best construct an overall relationship pricing model
  • Identify and best use of key measures
  • Dozens of use cases

We Can Help Your Financial Institution...

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Compete with fintechs by offering services that customers prefer, as the trend shifts towards digital banking and away from traditional brick-and-mortar.

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Analyze customer engagement data that gives you the ability to make informed decisions on how you are meeting customer needs.

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Assess if you are offering the "right" products and services.

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Identify the “right variables” for modeling through AMP modules.

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Get In Touch with Our Team Today