What Customer Data Does Alkami Expose for Marketing Use?
See which customer data Alkami exposes for marketing, how it’s governed, and what can safely flow into your MAP, CRM, CDP, and AI use cases.
Alkami can expose customer and household profiles, account and product data, balances and transactions, and digital engagement signals for marketing—typically through in-platform audiences, exports, and integrations. What you see in practice depends on your modules, contracts, and governance model, but most FIs can use Alkami data to fuel segmentation, targeting, attribution, and AI-driven insights while honoring consent, privacy, and fair-lending constraints.
Key Customer Data Domains Available Through Alkami
How Alkami Data Flows Into Your Marketing Stack
To use Alkami data responsibly, you need both visibility into what’s available and a governed path for pushing it into MAP, CRM, CDP, and AI tools.
Inventory → Classify → Govern → Activate → Measure → Iterate
- Inventory customer data in Alkami: Document which profile, account, balance, transaction, and engagement fields you can access through Alkami and connected tools.
- Classify fields for marketing use: Label data elements as marketing-safe, sensitive, or restricted; align with risk, privacy, and fair-lending standards.
- Apply governance and consent: Map which data can power targeting, lookalikes, and analytics, and which must be suppressed or aggregated before export.
- Activate audiences & journeys: Use Alkami’s segmentation and placements to run in-channel campaigns, then pipe audiences and events to MAP/CRM/CDP systems.
- Measure outcomes, not just clicks: Close the loop from impressions and email metrics to applications, approvals, funded accounts, and long-term balances.
- Iterate and extend with AI: Feed governed Alkami data into AI agents and models that support next-best-offer, churn detection, and personalized experiences.
Alkami Data for Marketing: Capability Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Primary Owner | Key KPI |
|---|---|---|---|---|
| Data Inventory | Unclear which Alkami fields exist for marketing | Documented catalog of Alkami data elements and integrations, tagged for marketing use | Data / Architecture | Coverage of inventoried fields |
| Data Governance | Case-by-case approvals | Standard policies on what can be targeted, exported, and modeled, including consent and retention rules | Risk / Compliance | Policy exceptions, review cycle time |
| Audience Building | Manual lists from core extracts | Dynamic audiences using Alkami profile, product, transaction, and engagement data refreshed regularly | Marketing Analytics | Audience freshness, match rate |
| Activation & Orchestration | Channel-specific campaigns with inconsistent data | Aligned, always-on journeys powered by Alkami in-channel plus MAP/CRM/CDP and AI agent orchestration | Growth Marketing / CX | Funded accounts, funded loans |
| Privacy & Fair Lending | Manual checks late in campaign design | Built-in guardrails and reviews grounded in how Alkami data is used for targeting and modeling | Compliance / Legal | Findings, remediation time |
| Attribution & Reporting | Disjointed reporting by channel | Integrated analytics tying Alkami data, marketing activity, and balance growth into unified KPIs | Finance / RevOps | ROMI, portfolio lift |
Client Snapshot: Using Alkami Data to Grow Funded Accounts
A regional bank audited the customer data Alkami exposed for marketing and used it to define segments for HELOC, auto, and high-yield savings offers. By combining product holdings, balance trends, digital engagement, and spend insights, the team built governed audiences that powered in-channel and outbound campaigns. Result: higher application rates from known customers and clear attribution to funded accounts and balances. For more on funded-account growth and FI marketing strategy, see: How Banks Increase Funded Accounts · Financial Services Marketing Solutions
Treat Alkami data as a governed growth asset: know exactly what’s available, define how marketing can use it, then measure impact in terms of funded accounts, loans, engagement, and retention.
Frequently Asked Questions About Alkami Data for Marketing
Turn Alkami Data Into Measurable FI Growth
We’ll help you inventory Alkami data, build governed audiences, and connect campaigns to funded accounts and balance growth.
Explore Financial Services Marketing Solutions Contact The Pedowitz Group