How Does Alkami Integrate with Marketing Automation Platforms?
See how Alkami exchanges audiences, events, and consent data with your marketing automation platform so you can design governed, closed-loop journeys.
Alkami typically integrates with marketing automation platforms (MAPs) through data feeds, APIs, and audience syncing. Customer, account, transaction, and digital engagement data are organized in Alkami, then pushed or shared with your MAP so you can build segments, trigger journeys, and measure funded accounts and balance growth. The exact pattern (batch vs. near-real-time, fields, and flows) depends on your Alkami modules, MAP choice, and data governance model.
What Matters for Alkami–MAP Integration?
The Alkami–MAP Integration Playbook
Use this sequence to connect Alkami with your marketing automation so data, journeys, and reporting all line up with FI growth goals.
Align → Design → Connect → Orchestrate → Measure → Optimize
- Align on use cases: Start with funded accounts, deposit growth, lending cross-sell, and digital adoption. Decide which journeys should be powered jointly by Alkami and your MAP.
- Design your data model: Map Alkami’s customer, product, balance, transaction, and engagement data to MAP contact fields, custom objects, and events. Define identity keys and hierarchies.
- Connect systems & flows: Implement batch exports, APIs, or middleware to sync audiences, attributes, and events on a reliable cadence with monitoring and reconciliation.
- Orchestrate journeys across channels: Use Alkami for in-channel (online/mobile banking) placements and your MAP for email, SMS, and other channels—driven by the same data and triggers.
- Measure down to funded accounts: Close the loop by feeding applications, approvals, funded accounts, and balances back to the MAP so scoring and optimization use real revenue outcomes.
- Optimize and scale: Standardize patterns for deposits, loans, cards, and digital engagement, and document a playbook that technology, marketing, and compliance all understand.
Alkami–MAP Integration Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Primary Owner | Key KPI |
|---|---|---|---|---|
| Identity Resolution | Email-only or partial ID matching | Consistent Alkami–MAP IDs with documented keys, hierarchy, and match rules | Data / Architecture | Match rate, duplicate rate |
| Data Sharing | Occasional CSV uploads | Automated feeds or APIs that sync core Alkami data into the MAP on a defined schedule | IT / Integration | Feed uptime, latency |
| Journey Orchestration | Channel-specific campaigns | Coordinated journeys using Alkami in-channel plus MAP email/SMS sequences | Growth Marketing | Application start & completion rate |
| Governance & Consent | Manual checks per campaign | Policy-driven use of Alkami data and signals in the MAP, with auditable rules | Risk / Compliance | Exceptions, review time |
| Analytics & Attribution | Email metrics in isolation | Unified reporting that ties MAP journeys and Alkami activity to funded accounts, loans, and balances | RevOps / Finance | ROMI, portfolio lift |
| AI & Automation | Basic scheduling and triggers | AI-driven next-best-action and agents trained on governed Alkami + MAP data | Data / CX / AI | Conversion lift, automation rate |
Client Snapshot: Closing the Loop Between Alkami and MAP
A community bank connected Alkami’s digital banking data with its marketing automation platform to orchestrate deposit and lending journeys. Using Alkami signals for logins, feature adoption, and product holdings, the team built MAP programs for auto, HELOC, and high-yield savings. The integration let them measure funded accounts and balances by campaign and adjust targeting in weeks, not months. For more on applying this thinking: How Banks Increase Funded Accounts · Financial Services Marketing Solutions
Treat Alkami–MAP integration as a growth and governance initiative, not just plumbing: define shared data, shared journeys, and shared KPIs so every campaign can be traced to funded accounts, loans, and long-term relationships.
Frequently Asked Questions About Alkami–MAP Integration
Make Alkami–MAP Integration a Growth Engine
We’ll help you connect Alkami with your marketing automation platform and tie every journey to funded accounts and balance growth.
Explore Financial Services Marketing Solutions Contact The Pedowitz Group