Expands as You Succeed

Solutions Built for the Total Revenue Cycle 

Start with the Platform foundation, then add the targeted solutions you need to acquire new households and cement existing relationships.

Our Success

The Foundation

The DXP Subscription: Every engagement begins with access to the core platform and its deep intelligence capabilities.

Essentials

Who it's for

Community banks and credit unions getting started with data-driven engagement.

What it supports

Core targeting, basic analytics, and single-channel campaigns.

Growth

Who it's for

Regional institutions ready to scale personalization across multiple channels.

What it supports

Advanced segmentation, multi-channel orchestration, and predictive insights.

Enterprise

Who it's for

Large financial institutions requiring enterprise-grade capabilities and support.

What it supports

Full platform access, custom integrations, dedicated success team.

Goal 1

Acquire the Right Households

Solution: Targeted Acquisition Program (TAP)

Impact: Use intelligence—not guesswork—to find and open high-value new accounts.

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Data-driven prospect targeting
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Channel-specific acquisition journeys
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Measurable cost-per-account performance
Goal 2

Cross-Sell with Context

Solution: FinGoal + 3D Story

Impact: Enrich transaction data to offer the exact loan or deposit product a member needs at that moment.

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Transaction enrichment
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Financial insights that power smarter targeting
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Embedded into DeepTarget workflows
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Consistent storytelling across touchpoints
Goal 3

Retain and Re-engage

Solution: RetainIQ™

Impact: Use real-time nudges to ensure they transfer their entire financial life to your institution.

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Push notifications and real-time nudges
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Triggered by DeepTarget RetainIQ™
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Keeps conversation going beyond the digital branch
Goal 4

Scale Without Headcount

Solution: DXP Managed Services

Impact: Expert strategy and execution that acts as an extension of your internal marketing team.

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Co-pilots for strategy, execution and optimization
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Campaign setup, reporting and insights
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Extension of your internal team

Performance Benchmarks from Live Financial Institution Campaigns

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0
6
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0
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X
Response Rates

Compared to untargeted digital campaigns,
based on DeepTarget client benchmarks.

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2
2
1
5
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3
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6
7
%
Revenue Growth

Measured across multi-product campaigns using attributable engagement data.

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5
4
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2
1
0
9
8
7
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6
7
5
0
9
8
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3
2
0
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5
6
0
0
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7
%
ROI often experienced

Frequently achieved when personalization, targeting and reporting are fully deployed.

Testimonials

Trusted by Leading Financial Institutions

Discover how our FI partners are unlocking revenue through intelligent targeting.

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The Aha Came Fast
Speed to value / proof early

"The aha moment came quickly. Within the first couple of campaigns, the data and ROI were right there showing the impact we were making."

Mike Farley
Chief Marketing Officer
UnitedOne Credit Union
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Every Ad Earns Its Keep
Measurable ROI/accountability

“Each ad is effectively creating its own ROI on the time and energy we spend on it. We can now track performance all the way down to the individual ad.”

Phil Suckow
Director of Digital & Innovation
IncredibleBank
imageimageimageimageimage
Not Apples to Oranges
True personalization.

“We don’t want to sell apples to someone who’s looking for an orange. We use data to understand which products truly add value to our members’ lives.”

David Miles
AVP Marketing
Rio Grande Credit Union
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Paid for Itself
Executive-level validation.

“The management report is my favorite. It clearly shows how DeepTarget has paid for itself. Very little in marketing is this trackable.”

Jen McKeown
VP of Marketing & Business Development
Levo Credit Union
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Always On – Even After Hours
Digital real estate that never clocks out.

“Our big focus is doubling down on an always-on, segmented approach – presenting something relevant even when our sales team has gone home.”

Phil Suckow
Director of Digital & Innovation
IncredibleBank
imageimageimageimageimage
Triple the Impact
Driving real results in Auto Loans.

“Integrating DeepTarget’s tools for targeted digital campaigns has tripled traffic to our Auto Loan Center.”

Bryna Butler
SVP of Corporate Communications
Ohio Valley Bank
imageimageimageimageimage
The Aha Came Fast
Speed to value / proof early

"The aha moment came quickly. Within the first couple of campaigns, the data and ROI were right there showing the impact we were making."

Mike Farley
Chief Marketing Officer
UnitedOne Credit Union
imageimageimageimageimage
Every Ad Earns Its Keep
Measurable ROI/accountability

“Each ad is effectively creating its own ROI on the time and energy we spend on it. We can now track performance all the way down to the individual ad.”

Phil Suckow
Director of Digital & Innovation
IncredibleBank
imageimageimageimageimage
Not Apples to Oranges
True personalization.

“We don’t want to sell apples to someone who’s looking for an orange. We use data to understand which products truly add value to our members’ lives.”

David Miles
AVP Marketing
Rio Grande Credit Union
imageimageimageimageimage
Paid for Itself
Executive-level validation.

“The management report is my favorite. It clearly shows how DeepTarget has paid for itself. Very little in marketing is this trackable.”

Jen McKeown
VP of Marketing & Business Development
Levo Credit Union
imageimageimageimageimage
Always On – Even After Hours
Digital real estate that never clocks out.

“Our big focus is doubling down on an always-on, segmented approach – presenting something relevant even when our sales team has gone home.”

Phil Suckow
Director of Digital & Innovation
IncredibleBank
imageimageimageimageimage
Triple the Impact
Driving real results in Auto Loans.

“Integrating DeepTarget’s tools for targeted digital campaigns has tripled traffic to our Auto Loan Center.”

Bryna Butler
SVP of Corporate Communications
Ohio Valley Bank
imageimageimageimageimage
The Aha Came Fast
Speed to value / proof early

"The aha moment came quickly. Within the first couple of campaigns, the data and ROI were right there showing the impact we were making."

Mike Farley
Chief Marketing Officer
UnitedOne Credit Union
imageimageimageimageimage
Every Ad Earns Its Keep
Measurable ROI/accountability

“Each ad is effectively creating its own ROI on the time and energy we spend on it. We can now track performance all the way down to the individual ad.”

Phil Suckow
Director of Digital & Innovation
IncredibleBank
imageimageimageimageimage
Not Apples to Oranges
True personalization.

“We don’t want to sell apples to someone who’s looking for an orange. We use data to understand which products truly add value to our members’ lives.”

David Miles
AVP Marketing
Rio Grande Credit Union
imageimageimageimageimage
Paid for Itself
Executive-level validation.

“The management report is my favorite. It clearly shows how DeepTarget has paid for itself. Very little in marketing is this trackable.”

Jen McKeown
VP of Marketing & Business Development
Levo Credit Union
imageimageimageimageimage
Always On – Even After Hours
Digital real estate that never clocks out.

“Our big focus is doubling down on an always-on, segmented approach – presenting something relevant even when our sales team has gone home.”

Phil Suckow
Director of Digital & Innovation
IncredibleBank
imageimageimageimageimage
Triple the Impact
Driving real results in Auto Loans.

“Integrating DeepTarget’s tools for targeted digital campaigns has tripled traffic to our Auto Loan Center.”

Bryna Butler
SVP of Corporate Communications
Ohio Valley Bank
Targeted Digital Engagement

See What Personalized Growth Looks Like — for Your Institution

Sometimes, seeing is believing! We take your current metrics and turn them into a clear vision of the future. Through a short, bespoke consultation, we will map out your unique growth levers, giving you a tangible preview of how targeted digital engagement drives real revenue for your institution.

Real Results, Real Success
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Digital Consumers Served
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Leads Generated
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New Accounts Opened
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Full year 2025 collective client stats