Micronotes.ai delivers cloud-based digital engagement solutions to financial institutions that want to start conversations, develop relationships, and build trust with new and existing customers and members. Founded by tech entrepreneurs from MIT, the company's fast, automated, cloud-based solutions apply machine learning to customer data to?improve engagement?and dialogue to effectively sell more financial services through digital service channels and beyond. Privately held, Micronotes is based in Boston. Grow Loan Portfolio We help you use data to identify credit-worthy customers with higher-cost debt at competitor institutions by consistently asking customers targeted, personalized questions that uncover valid financial needs. Then, automatically push validated leads to the right people on your team to improve loan business. Grow Deposit Accounts Eliminate the guesswork from your financial institution's deposit growth strategy with Micronotes. Instead, data can be used to access current deposit activity and identify opportunities for new deposits. Our technology eliminates combing through data to find revenue opportunities and allows immediate customer engagement without draining employee resources. You can deliver thousands of personalized mobile and online banking offers to promote specific services. Boost Retention Drive engagement through frequent check-ins with your customers using data-driven automation. Be the first to discover customers' financial needs, desires, and pain points. We give you a competitive edge by enabling a high-tech, high-touch feel with?Net Promoter Score (NPS?)?and other experience-monitoring capabilities. NPS measures your brand's customer experience and provides the best metric to anchor your customer experience management program.
Micronotes.ai的外部链接
50 Milk St
US，Massachusetts，Boston，02109
Micronotes attending #CBALIVE2025 in Orlando! Look out Mickey, we're comin' to town!
I'll be attending #CBALIVE2025 next week in Orlando. If you don't think you'll make your 2025 new customer acquisition, wallet share expansion, or customer deposit retention goals and need help, look me up! #RetailBanking #micronotes #Innovation #lending #deposits https://www.cbalive.info/
Boost Customer Loyalty & Retention with Predictive Analytics!? Competition for accountholder loyalty is more intense than ever. Banks and credit unions must adopt proactive, data-driven strategies to stay ahead. Micronotes leverages predictive analytics to identify accountholders at risk of leaving and engages them with personalized conversations to strengthen loyalty and protect deposits. By focusing on at-risk customers, financial institutions can build long-term relationships and secure their future. #CustomerRetention #PredictiveAnalytics #BankMarketing #CreditUnionStrategy #DataDrivenMarketing #CustomerLoyalty #FinancialServices #MicronotesAI
“We are able to tell community banks who’s the ideal customer within a group, and we can build hyper-personalized offers for consumers showing them the dollars they’d save,” says Parker Steed, VP of Sales for Micronotes.ai. “You can go to market with the sophistication of a large institution on a community bank’s?budget.” It's not just a matter of saying the right thing - it's about conversations started by saying the right thing, to the right people, at the right time. The insights available to Micronotes clients help them start these meaningful conversations with their accountholders every day. #banking #relationships #deposits #lending https://lnkd.in/euFCmd85
"If the shoe doesn’t fit, don’t wear it." So, why not make it fit?
Micronotes.ai processes 238 million credit records per week and several GB of accountholder data daily to hyper-personalize mobile banking interviews and firm offers to expand market share, wallet share, and retain deposits for financial institutions. Check it our here: https://lnkd.in/ePbWXhHD #Fintech #BankingInnovation #AI #Personalization #DataAnalytics #CreditRisk #CustomerEngagement #MarketShare #FinancialTechnology #BankMarketing #DepositRetention #DigitalBanking #AIinBanking #DataDriven #HyperPersonalization #Creditunions
Accountholder loyalty & retention are the competitive edge!
Customer Loyalty & Retention: The Competitive Edge for Banks & Credit Unions Customer loyalty isn’t a given—it’s earned. With intense competition and increasing deposit pressures, banks and credit unions must proactively engage account holders to retain deposits. The trend is clear: A data-driven, predictive approach is essential to prevent attrition and maintain strong customer relationships. ?? Enter?Micronotes.ai — leveraging machine learning and statistical models to identify at-risk deposits and accountholders and initiate personalized, meaningful conversations. By addressing customer concerns proactively, financial institutions boost loyalty, protect deposits, and foster long-term relationships. In an era where switching banks is easier than ever,?retention strategies must be proactive, not reactive. How is your institution adapting to the loyalty challenge? #CustomerLoyalty #BankingInnovation #CreditUnions #DepositGrowth #AIinBanking #Micronotes #CustomerRetention #BankingTechnology
Join us tomorrow!
If you've been tasked with #personalization, #omnichannel, #AI, #relationshipbanking, or #customerloyalty, please join me tomorrow, November 13th at 2pm ET for another action-packed Gain and Retain webinar. Buckle-up, we've got a lot of ground to cover in 38 minutes! Register here: https://bit.ly/4fqWusu
If you need to gain and retain new customers and members in 2025, join us on November 13th!
Please join us for another exciting episode on how to gain and retain new customers and members using #bigdata, #AI, #geotargeting, #behavioraleconomics, and #engagement technologies. Our last episode was a blast with a lot of audience participation. Register today! Register here: https://bit.ly/4fqWusu
Always learning and improving.
Here’s what #banks and #creditunions can learn when their loans takes a detour. https://lnkd.in/eeqTAi-F
Use #AI when it makes sense to use it!
Excited to join the Bank CEO Network this week, and next, in Palm Springs https://lnkd.in/euFRnExv to talk about #artificialintelligence in #communitybanking.