Personalization is now a competitive necessity in the highly commoditized, digital-first retail banking industry. While our Guided Selling® tools offer a full product data model with sophisticated personalization options, our Premium Financial Tools also benefit from the advanced personalization capabilities of CUSTOMERfirst®

Our clients are taking advantage of the flexibility of the CUSTOMERfirst platform to tailor financial calculator user experiences with personalized, real-time pricing information. We work with clients who choose to personalize rates by location, account balances, credit ratings, and a host of other factors.

This best practice has been utilized across a wide range of product offerings: personal loans, mortgages, home equity lines of credit, tiered savings accounts, and insurance. To learn more about this capability, contact us to schedule a consultation.