Full, Data-Driven Automation

Marketers know that the audience is everything. The more you know about who you’re speaking to, the more convincing your argument will be. With Connect’s Signature tier, financial marketers can drill down to the most granular detail and automate communications based on age, account balance, behavior, and numerous other triggers. With full automation based on updated accountholder data, you never have to guess who you’re speaking to or when.