How Do You Execute Multi-Channel Campaigns Through Alkami?
Use Alkami’s data and marketing platform to design, launch, and optimize targeted, multichannel campaigns that grow funded accounts and deepen product use.
Execute multi-channel campaigns through Alkami by using its Data & Marketing Solution to connect core and digital banking data, build audience segments, and activate orchestrated journeys across email, mobile app, online banking banners, SMS, and push. Start from out-of-the-box campaign templates for goals like funded accounts or card growth, customize offers and timing, then measure lift and iterate with always-on testing and optimization.
What Matters for Alkami Multi-Channel Campaigns?
The Alkami Multi-Channel Campaign Playbook
Use this sequence to turn Alkami from “email tool” into a
Define → Connect → Segment → Orchestrate → Test → Measure → Scale
- Define the growth plays: Start with funded accounts, digital adoption, card activation, line-of-credit usage, or loan cross-sell. Set a clear success metric and timeframe.
- Connect data into Alkami: Integrate core banking, digital banking, and CRM/MC data so you can segment on balances, logins, transactions, and life events—not just static lists.
- Build dynamic segments: Use Alkami’s audience tools to define who you target (and exclude). Make segments dynamic so people flow in and out as their behavior changes.
- Orchestrate channels & journeys: Design journeys that coordinate OLB banners, in-app cards, email, SMS, and push. Align messaging, cadence, and next-best action across channels.
- Test creatives and timing: A/B subject lines, imagery, CTAs, and offer levels. Experiment with time-of-day, trigger windows after key events, and frequency caps to avoid fatigue.
- Measure through to balances: Track not just clicks, but funded accounts, balances, booked loans, and card spend. Close the loop by feeding performance data back to planning.
- Scale with templates & governance: Turn winners into reusable Alkami templates, document playbooks, and define who owns strategy, build, QA, and analytics for each campaign type.
Alkami Multi-Channel Campaign Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| Data & Signals | Static lists exported a few times a year | Always-on feeds from core, digital, and CRM into Alkami, refreshed daily or in near real time | Data/IT + Marketing | Signal Coverage |
| Segmentation | Broad blasts to “all customers” | Need-based, dynamic segments with clear entry/exit logic | Marketing Ops | Segment Response Rate |
| Journeys & Channels | Single-channel, one-and-done emails | Coordinated journeys across OLB/app, email, SMS, and push with guardrails | Digital/Marketing | Multi-Touch Conversion Rate |
| Testing & Optimization | Occasional A/B tests on subject lines | Standard testing framework for every major campaign with documented learnings | Analytics/Marketing | Lift vs. Control |
| Measurement & ROI | Email metrics only (opens, clicks) | Full funnel dashboards: funded accounts, balances, booked loans, and incremental revenue | RevOps/Finance | Incremental Revenue |
| Governance & Compliance | Manual approvals and ad hoc reviews | Documented workflows, standard review checklists, and recurring program health checks | Risk + Marketing Leadership | Audit Findings / Issues |
Client Snapshot: Scaling Alkami Campaigns from Single Emails to Always-On Journeys
A mid-sized credit union began with isolated Alkami email blasts and generic OLB banners. Together we defined funded-account and card-activation plays, wired in behavioral data, and built coordinated journeys across online banking, mobile app, email, and SMS. Within a quarter, they saw 40%+ higher response rates for Alkami-powered campaigns and a measurable lift in new funded accounts and card usage. Curious what this could look like for you? Start with: How do banks increase funded accounts?
Treat Alkami as a growth platform, not a channel tool: wire in the right data, codify your plays, and let always-on, multi-channel journeys nurture customers from login to funded account.
Frequently Asked Questions about Alkami Multi-Channel Campaigns
Turn Alkami Campaigns into Funded-Account Engines
We’ll help you connect data, design journeys, and build always-on Alkami campaigns that drive measurable balances and product adoption.
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