How Does Alkami’s Platform Enable Better Marketing to Banking Customers?
Alkami helps banks turn digital banking into a high-converting marketing channel, using in-app targeting and behavior to grow funded accounts and adoption.
Alkami enables better marketing by turning authenticated digital banking sessions into a high-intent, measurable channel. Banks and credit unions use in-app placements, behavioral and transactional insights, and integrations with MAP/CRM to target the right customers, trigger journeys across channels, and track impact to funded accounts, deposits, and loans—not just clicks.
What Matters for Alkami-Powered Marketing?
The Alkami Marketing Enablement Playbook
Follow this sequence to turn Alkami from “our digital banking UI” into a growth engine that systematically drives funded accounts, deposits, lending, and digital adoption.
Connect → Define → Segment → Activate → Orchestrate → Measure → Optimize
- Connect data and systems: Integrate Alkami events and account data with your analytics, marketing automation, and CRM platforms so marketing, digital, and finance share the same view.
- Define revenue outcomes: Align around funded-account growth, direct-deposit capture, loan and card originations, and feature adoption as the metrics that matter.
- Segment with intent and lifecycle: Use behavior and transaction patterns to build audiences (e.g., unfunded applicants, external payroll, card-at-risk) plus suppressions for already-funded or high-risk customers.
- Design in-app experiences: Configure Alkami placements (banners, tiles, secure messages) that align offers and CTAs with each audience’s next best product or action.
- Orchestrate journeys across channels: Let Alkami signals launch nurturing, cross-sell, recapture, and churn-save journeys across email, SMS, push, and banker outreach with consistent throttling rules.
- Measure to financial impact: Report on the full funnel—impressions, clicks, applications, approvals, funded accounts, and early usage—using control groups where possible.
- Optimize and scale plays: Identify the sequences that deliver the highest lift in funded accounts or balances and standardize them as reusable “plays” across products and segments.
Alkami Marketing Capability Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| Signals & Data | Logins and basic clicks only | Unified behavior + transaction insights with governed IDs and consent | Data / Analytics | Coverage of growth-relevant signals |
| Targeting & Suppression | Product-based blasts | Lifecycle and intent-based segments with compliance-driven suppressions | Marketing Ops | % campaigns with governed audiences |
| In-App Activation | Static banners in online banking | Dynamic Alkami placements tailored by audience, device, and product | Digital Banking | Placement CTR → app start rate |
| Journey Orchestration | Manual lists for follow-up | MAP/CRM journeys triggered by Alkami signals with banker tasks where appropriate | Lifecycle Marketing / RevOps | Time-to-fund / time-to-first-use |
| Measurement & ROI | Opens and click-through rates | Attribution to funded accounts, balances, and lending volume using control groups | Finance + Analytics | Incremental lift vs. control |
| Governance & Compliance | Email approvals and screenshots | Centralized approvals, disclosures, and audit trails across in-app and outbound channels | Risk / Compliance | Exceptions, complaints, and audit findings |
Client Snapshot: From Digital Banking to Growth Channel
A midsize regional bank used Alkami to target unfunded applicants and customers with external payroll activity. By combining in-app offers with automated follow-up journeys, they achieved a double-digit lift in funded accounts, stronger direct-deposit capture, and higher adoption of sticky digital features like bill pay and alerts. The key was treating Alkami as a marketing channel—with clear audiences, offers, and measurements—not just an interface.
When Alkami data, marketing automation, and CRM are aligned around funded accounts and product adoption, your digital banking platform becomes a repeatable engine for revenue growth rather than a cost center.
Frequently Asked Questions about Alkami-Powered Marketing
Turn Alkami into a Revenue Engine for Your FI
Partner with The Pedowitz Group to connect Alkami, marketing automation, and CRM so every in-app impression can be tied to funded accounts, balances, and loans.
Explore the FI AI Agent for Digital Growth Talk with a Financial Services Expert