Retail Banking

More closings through personalization
and automation of your digital sales

Adtelligence helps banks to increase their digital competitiveness by automating sales processes for new and existing customers.

Increasing digitization in the age of open banking and rising competition

The banking world is in the middle of a transformation. Rising interest rates, inflation, regulatory requirements, increasing risks on the global market, and pressure for swift digitization…. Competition from fintechs, Google, Apple, Meta and Amazon is also increasing all the time. At the same time, customer expectations for a perfect omnichannel experience are increasing.

Customers expect products that are tailored to their life situation, while at the same time the urge for on-site advice is declining. The pandemic at the latest exposed the weaknesses of the offline-focused business model. There is no way around digitization: digitally lockable products and services as well as mobile apps for multibanking transactions are the new standard.


How Adtelligence helps retail banks to grow

More new customers through personalized websites

Personalized website content for each visitor with algorithmic result optimization generates more sales

More sales
with existing customers

By centrally consolidating your existing customer data (CRM, payment flows, product information, etc.), potential for up-selling and cross-selling your existing customers can be uncovered and triggered automatically

Proven expertise in the financial industry

Adtelligence has been successfully digitizing and optimizing the banking industry for >10 years, always in compliance with German data protection laws

Successful projects we have implemented for:

3 Advanzia
6 Banknow
BB Bank
bob Finance
5 Hanseatic
PSD Bank
Sparda Bank
1 Swisscard
TF Bank 1
4 VRPayment

Use cases along the customer lifecycle

Typical use cases where Adtelligence supports you


Conversion optimization
Display the users personalized content that converts

Conversion of website leads
Dropouts are addressed to complete the signup process

Collection of information
Automatic follow-up to complete registrations

Individual use case
Tailored to your specific needs


Activation new customer
Welcome series – multi-stage contact about product usage, benefits, additional products, services, etc.

Increase self-service
Make users familiar with online services in order to reduce service costs

App installation
Identify users without mobile app and promote usage

Usage of main account transfer​
Boost bank account transfer service during onboarding

Individual use case
Tailored to your specific needs

Activate & Incentivize

Increase product usage
Increase usage of products such as trading, payment etc.

Current account for salary
Identify users who don’t use your current account for salary yet

Generate referrals​
Identify and contact customers that will refer your service to a friend or write a good review

Individual use case
Tailored to your specific needs

Cross & Upsell

Cross- & up-sell products
Automatically sell product to the right customer at the right time​

• Trading products​

• Consumer credits / loans​

• Insurances​

• ESG conform products​

• Premium current account​

• Other products & services​

Cultivate & Retain

Promote loyalty program
Generate more members and increase usage of loyalty feature

Activate dormants
Reactivate users that did not use your services for a long time

Prevent churn​
Use churn and risk scores to prevent churn and to satisfy your customers​

Individual use case​
Tailored to your specific needs​

Success Stories

Project Procedure

Project procedure EN

Your advantages at a glance

Fast time-to-value

Start risk-free in weeks and achieve fast time-to-value with our automated solutions to maximize ROI

Smarte Integration

Adtelligence solutions are flexible, fast & easy to integrate into any infrastructure via APIs and standard interfaces
– DSGVO compliant and adhering to the highest security standards

Relief of resources

Save resources through low staff involvement, data-friendly implementation of projects, and increased usability of solutions

Technical integration into your IT landscape

Integration into your website or online banking via Javascript or plugin. Standard plugins for different CMS systems like Adobe, First Spirit, Coremedia etc. have already been implemented and are available.

We offer various standard options for the integration of customer data, current account transaction data and payment data.

Integration into their marketing and sales systems depending on Wusnch -Adtelligence has implemented Prokelte for many banks and payment service providers and offers various standard ways, but also custom solutions.

For more integration options, please visit our Support Center:

Ask our experts