Vertice AI lets credit unions KNOW, GROW and MEASURE each member’s economic participation.
VERTICE delivers actionable member-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 member journeys and illustrates the roadmap to help you continue to grow the credit Union’s relationship with each member. Rather than focusing on the expensive task of acquisition, we instead focused solely on growing the relationship and wallet share with existing members and maximizing your marketing investments and resources.
- Bring data together to create single member participation view
- Understand the depth of participation for each member, including details such as product ownership, tenure, total assets, interactions, etc.
- Score each member & index each member against the entirety of the membership with the Member Product Participation (MPP) Score
- Analytically determine the member levels of your credit union and the member paths/journeys through those levels
- Recognizing the stages of growth and understanding pathways to deeper participation
- Visualize the membership and these new insights to easily take action
- Leverage the right analytics, not the most complex, to give product recommendations
- Use AI and rich member data to get refined propensity models that predict what products each member is most likely to want next
- Similarly understand what members are most likely to churn based on life stage, behavioral changes, etc.
- Create a member product lifetime roadmap and value score for each member
- Provide an actionable solution that marketers can use to target the right products and services to the right members
MEASURE is our measurement module that evaluates marketing and campaign effectiveness. This clarifies how best to engage each member.
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 member.
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 attribution of marketing effectiveness
- Unveils the true effectiveness of campaigns by focusing on member economic growth rather than clicks and impressions
