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bank.io OXP Opportunity Engine

Accelerate member opportunities

bank.io OXP Opportunity Engine

Leverage the intuitive querying and productivity features of the bank.io OXP Opportunity Engine to deepen existing customer relationships and create new ones. can search over 30 aggregate totals, 20 flags, 40 member-level attributes, and 35 product-level attributes from core banking data within seconds. This feature set also automatically assigns tasks and produces lists of opportunities for follow-up.

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Key Features

Increase ROI
Increase ROI
Use this full view of customer needs to increase share of wallet by identifying flight risks and upsell opportunities.
Any device, any time
Any device, any time
The bank.io OXP Opportunity Engine is fully responsive and can be accessed by staff at any time on any modern web-enabled device, including desktops, laptops, tablets and smartphones.
Alerts & task-assignment
Alerts & task-assignment
Let the platform do the work by prompting staff to follow up with opportunities and assigning tasks.
Easy, intuitive interface
Easy, intuitive interface
The bank.io OXP Opportunity Engine features a stunningly modern user interface that is easy-to-use and packed with useful functionality.
Personalized service
Personalized service
With the bank.io OXP Opportunity Engine enabled, customers are served by informed, engaged financial institution team members who understand their needs.
360-degree view
360-degree view
With data from multiple sources and order 100 searchable attributes, opportunities are identified proactively, meaning your customers are highly satisfied.

Articles


Member Onboarding
Member Onboarding
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Member Onboarding
Risk-Based Lending Programs
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