Vertice AI lets Community FIs KNOW, GROW and MEASURE each account holder’s economic participation.
VERTICE delivers actionable account holder-specific product and service recommendations that your marketing teams can leverage to create targeted campaigns. In other words, it determines Who is most likely to need What.
VERTICE then predicts multi-year customer and member journeys and illustrates the roadmap to help you continue to grow your institution’s relationship with them. Rather than focusing on the expensive task of acquisition, Vertice Core focuses on growing the relationship and wallet share with existing account holders to maximize your marketing investments and resources.
- Bring data together to create a participation view for each customer and member
- Understand the depth of participation on an individual level, including details such as product ownership, tenure, total assets, interactions, etc.
- Score each account holder & index them against the entirety of the membership and customer base with the Member/Customer Product Participation
- Analytically determine the customer/member levels of your institution and the paths/journeys through those levels
- Recognizing the stages of growth and understanding pathways to deeper participation
- Visualize your entire customer and membership base so that you can easily take action
- Leverage the right analytics, not the most complex, to give product recommendations
- Use AI and rich account holder data to get refined propensity models that predict what products each customer and member are most likely to want next
- Similarly understand which account holders are most likely to churn based on life stage, behavioral changes, etc.
- Analytically determine the member levels of your credit union and the member paths/journeys through those levels
- Create a customer and member product lifetime roadmap and value score for each
- Provide an actionable solution that marketers can use to target the right products and services to the right account holders at the right time
MEASURE is our measurement module that evaluates marketing and campaign effectiveness. This clarifies how best to engage each account holder.
MEASURE tracks the impact of growth-focused marketing actions by measuring the product adoption and wallet share improvements and linking those to the marketing campaigns. This gives a true measure of value in each executed campaign. MEASURE also learns from historical marketing successes to provide the most effective campaign tactics, helping marketers drive continuous improvement in campaign budget impact.
- Delivers AI-enabled understanding of marketing effectiveness
- Unveils the true effectiveness of campaigns by focusing on member economic growth rather than clicks and impressions
- Understand the product adoption and wallet share improvements prescribed through Grow
- Track the impact of growth-focused marketing actions
- Identify the optimal campaign methods and characteristics for each member group
MEASURE is our measurement module that evaluates marketing and campaign effectiveness. This clarifies how best to engage each account holder.
MEASURE tracks the impact of growth-focused marketing actions by measuring the product adoption and wallet share improvements and linking those to the marketing campaigns. This gives a true measure of value in each executed campaign. MEASURE also learns from historical marketing successes to provide the most effective campaign tactics, helping marketers drive continuous improvement in campaign budget impact.
- Delivers AI-enabled understanding of marketing effectiveness
- Unveils the true effectiveness of campaigns by focusing on account holder economic growth rather than clicks and impressions
- Understand the product adoption and wallet share improvements prescribed through Grow
- Track the impact of growth-focused marketing actions
- Identify the optimal campaign methods and characteristics for each target group
