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What Marketing Capabilities Are Native to Alkami?

Alkami’s digital banking platform typically includes in-channel marketing features—targeted placements, messaging, and analytics—so FIs can promote products inside mobile and online banking. Exact names and availability vary by edition and contracts.

Financial Services Growth Contact TPG
Common native capabilities include: audience segmentation, in-app and online banner placements, targeted product/offers modules, message scheduling, mobile push and secure-message notifications, simple A/B testing, event/behavior triggers (e.g., login, balance, feature use), basic analytics dashboards, and connectors/APIs for CRM/MAP integration. Confirm the exact modules in your Alkami agreement and release notes.

Capabilities Snapshot

Capability What it enables Where it appears Common dependencies
Audience segmentation Target by product mix, usage, balance, geography Mobile & online banking Data feeds; member/customer attributes
Promotional placements Hero banners, tiles, and carousel offers Dashboard, transfers, bill pay, feature pages Creative specs; content approvals
Targeted offers modules Cross-sell for checking, cards, loans, savings Contextual modules in authenticated sessions Eligibility rules; rate tables (if applicable)
Messaging & scheduling Time-bound campaigns with start/stop dates In-app messages, banners, or inbox Calendar governance; audit logs
Notifications Push or secure-message nudges to drive action Mobile push; secure inbox Consent management; throttle settings
Event triggers Show offers based on behaviors (e.g., card-not-on-file) Within authenticated journeys Event catalog; privacy review
A/B testing (light) Compare copy or image variants on placements Selected modules Variant limits; sample size plan
Analytics dashboards Impressions, clicks, CTR by segment/placement Platform reporting UTM/taxonomy alignment with MAP/CRM
APIs & integrations Pass campaign and response data to MAP/CRM Data layer / export Connector setup; data dictionary

Want to connect these features to funded-account growth? See our banking playbook: How banks increase funded accounts.

High-Impact Use Cases

New account activation

Targeted onboarding messages and checklists to move new accounts to funded and active status.

Card-on-file growth

Trigger offers when card features aren’t enabled; nudge with push + in-app tiles.

Loan cross-sell

Contextual modules for auto, HELOC, or personal loans based on eligibility and usage.

Direct deposit conversion

Run a segmented campaign to shift payroll to primary account status.

Operating Tips (Marketing + Compliance)

  • One taxonomy

    Use consistent campaign, placement, and segment names across Alkami and MAP/CRM.

  • Eligibility first

    Tie offers to product rules and avoid dead-end clicks; maintain rate sources.

  • Evidence logs

    Store screenshots, copy, targeting criteria, and run dates for audits.

  • Weekly review

    Check CTR and funded-account lift; rotate creative; cap frequency.

FAQ

Do we need an external MAP or CDP?
Native tools can run in-channel promotions; most FIs still integrate a MAP/CDP for email, journeys, and attribution.
Can we personalize by member segment?
Yes—use audience criteria and behavior triggers. Validate consent and throttling policies before launch.
How is performance measured?
Start with impressions and CTR in Alkami; connect to MAP/CRM to track applications, approvals, and funded accounts.
Who should own setup?
Marketing Operations configures placements and targeting; Compliance approves copy and eligibility; Analytics/RevOps reports outcomes.
Where can we get help?
Explore Financial Services or contact TPG for direct support.

Turn In-Channel Features Into Funded Accounts

TPG connects Alkami’s native marketing tools to your MAP/CRM and revenue reporting—so every placement moves accounts to funded and active.

Contact TPG See the funded-accounts playbook

Get in touch with a revenue marketing expert.

Contact us or schedule time with a consultant to explore partnering with The Pedowitz Group.

Send Us an Email

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