Pulsate has partnered with Access Softek, enabling Access Digital clients to use its Opportunities Engine for real-time, personalised messaging in digital banking.
Access Digital is a provider of digital banking solutions, which developed Access Digital, a suite of solutions designed to meet the changing requirements of modern banking.
Pulsate is engaged in providing mobile-first engagement solutions.
The collaboration helps financial institutions strengthen customer relationships by delivering relevant offers and communications directly within banking apps.
Access Softek CEO Chris Doner said: “Banks and credit unions are looking for better ways to connect with their members and customers in a mobile-first world. By integrating Pulsate’s Opportunities Engine into our platform, we’re giving them a powerful way to drive deeper relationships and deliver timely, relevant offers when they matter most.”
The Opportunities Engine allows financial institutions to use real-time data to tailor engagement strategies based on individual user behaviour.
Through this solution, Access Digital clients can provide targeted promotions and contextual messaging, supporting customer retention and revenue growth. The platform detects user intent to ensure timely and personalised outreach.
The Opportunities Engine also enables financial institutions to automate data-driven campaigns. It includes an analytics dashboard that tracks user trends, campaign performance, and engagement metrics.
The platform integrates with core banking systems, customer relationship management platforms, and fintech applications, allowing institutions to leverage existing infrastructure without major technical modifications.
Pulsate CEO Sarah Martin said: “One of the key strengths of the Opportunities Engine is its ability to identify consumers who have signalled interest in specific products and services, which is crucial in today’s market where consumers expect their financial institutions to be proactive in providing relevant financial information and advice.
“We are pleased to partner with Access Softek and empower more financial institutions to enhance their consumers’ financial well-being while building deeper relationships over time.”
Launched in December 2024 as part of Pulsate’s digital engagement platform, the Opportunities Engine helps financial institutions go beyond digital engagement to drive deposits and revenue.
It delivers real-time contextual offers, such as push notifications for debit card usage at selected merchants, preapproved auto loan promotions, and alerts for maturing certificates of deposit. By continuously adapting to user interactions, it enhances digital banking relationships over time.
Additionally, the Opportunities Engine provides financial institutions with an Opportunities File, identifying customers who have shown interest in specific products or services. This enables frontline staff to follow up with personalised engagement, combining digital interactions with direct customer support.
