Micro Engagements, Macro Returns: How Seizing Opportunities Helps FIs Beat the Neobanks at Their Own Game
Despite high digital engagement, there’s often a disconnect between digital banking usage and meaningful customer interactions, making it difficult to cross-sell or deepen relationships.
Meanwhile, neobanks are winning over consumers with a digital-native approach to engagement that prioritizes Customer Lifetime Value.
In this webinar, attendees will learn how mobile-first strategies using Pulsate’s Opportunities Engine help turn digital banking usage into deeper, more profitable engagement by leveraging consumer data and delivering timely, relevant micro-interactions.
This session also covers how neobanks use behavioral insights, personalized content, and in-app experiences to drive trust, loyalty, and cross-sales success – and how you can too. By adopting these strategies, community FIs can transform their digital bank platform into a profit center and close the gap between engagement and revenue.
Key Takeaways:
- Digital engagement alone isn’t enough — meaningful, profitable relationships require personalized, data-driven interactions that go beyond basic app functionality.
- Neobanks are winning by using behavioral data and zero-party data to deliver timely, relevant offers and financial wellness content that builds trust and drives action.
- Community FIs can compete by using the data they already have to create micro-moments that mirror the personalized service once only found in branches.
- Higher ROI is possible with targeted campaigns — as shown by case studies where minimal effort yielded millions in new loans and policies with just one campaign.
Save your seat for this actionable webinar with Pulsate CEO Sarah Martin and consumer engagement strategist Steve Kelley who are joined by Kevin Smith, Digital Marketing Generalist, Truliant Federal Credit Union.
