Kizen Helps Banks Build Better Customer Relationships

Engage your customer accounts with more personalized experiences and craft long-term relationships.

Kizen Solutions Banking

Deliver Amazing Experiences at Each Stage of the Client Journey



Advertise effectively to the right prospective clients using your best performing and most profitable channels.



Build strong client relationships by guiding them along their journey and nurturing them towards success.



Simplify sales by creating streamlined team-to-team handoffs, sending digital contract workflows, and deploying new client materials dynamically.



Engage your clients by creating personalized experiences with newsletters, satisfaction surveys, and client support workflows.



Reduce lost clients and increase their lifetime value with deeper, more personalized communication, campaigns, and referrals.

Supercharge Productivity. Accelerate Profitable Growth

Kizen ROI dashboards

Visualize & Invest In Your Revenue Streams

Easily turn revenue data from multiple sources, such as interest, fees, and commissions, into one intuitive dashboard. In addition, you can create dashlets from marketing campaigns, task activities, pipelines, and more. Then, easily connect your real-time revenue data with ad spend reporting, so you can optimize your campaigns and invest with unprecedented precision.

Kizen Opportunity Conversion

Accurately Forecast and Track Account Lead Scores

Real-time data can allow your team to forecast, allowing for better process planning in the future. Find trends and redirect your teams to focus only on the most qualified new business accounts with dynamic lead scoring.

Kizen Email Marketing

Track the ROI of Every Campaign

Track the performance of every email, ad, and other campaigns by tracking dashboards. All your most important metrics, including channel-based revenue, are presented clearly so you can measure their impact.

Kizen Customer Success

Monitor Experience Analytics

Track NPS, engagement metrics, and health scoring to maximize the retention of your account holders. Breakdown your most important experience data to proactively identify problems and look for patterns in the experiences of your most valuable accounts.

Maximize Value with Seamless Collaboration

B2B marketer working

Attract And Convert New Leads

Execute perfect account-based marketing by capturing leads from online and offline sources and intelligently nurturing them through personalized email, text, ads, and more. Then, automatically send these leads over to your banking team when ready.

Kizen Form Builder

Capture Account Leads On High Converting Forms

Collect all the initial account holder data you need intelligently with advanced features including field rules, page rules, and more. Learn from the responses you've received with pre-built reports and customizable dashboards.

Kizen Email Content Studio

Personalize Content Beautifully

Our Marketing Cloud creation suite allows for personalized content delivered directly to every potential account holder. Simplify your marketing campaigns in one place and leverage advanced analytics to deploy better messaging.

Kizen Automation Engine

Automate & Personalize

Engage in real-time with automatic triggers, intelligent drip sequences, and conditions and delays so that each potential account holder is only seeing content appropriate to them. Journeys can be A/B tested so that you’re always deploying lead-conversion messaging.

Kizen Automations Product Remarketing

Grow Value with Cross-Sell and Upsell

Automatically follow-up on deals to show account holders the true value of the financial choice they’ve made. Then, intelligently cross-sell or upsell each account on additional offerings, such as insurance, which will increase their lifetime value and turn them into lifelong members.

Kizen Channel Attribution

Understand Channel Attribution With Next-Gen Insights

Kizen provides one unified dashlet that tracks all your marketing campaigns with the most important data. See which channels are generating the most valuable account members, which are increasing their value, and which are driving the most growth.

Kizen Behavioral Tracking

Intelligently Track Your Account’s Behavior

Track your accounts’ journey across emails, websites, ads, and custom web, iOS, and Android applications. Easily use this rich data to identify intent, anticipate account support, or send a personalized follow-up campaign.

Kizen Ad Integrations

Intelligent Campaign Retargeting

Retarget and suppress your Google and other web ads to personalize your campaigns based on your previous accounts’ behavior. With this refined advertising strategy, Kizen users can send the right message to the right customer at the right time.

Kizen Team Member Roles

Collaborate With Your Teams

Create a collaborative experience for all of your teams. Track account leads and opportunities throughout the entire process and ensure all accounts are being followed-up on promptly.

Sell Smarter. Close More Deals.

Kizen Sales Analytics

Access Every Deal in Real-Time

View the pipeline for your entire team, a single rep, a single account or group of accounts, or even filter into each deal individually to see every detail needed. Understand how you are losing accounts, which financial competitors you are losing accounts to, and how pipelines are trending overall.

Kizen Sales Cloud

Comprehensive Activity Reporting

Kizen offers easily accessible activity reports to ensure you know exactly how your team is performing. Track all the messages, interactions, and touchpoints in chronological order and in real-time, fully-customizable to all your needs. Then, take advantage of Kizen’s filtering capabilities to find the exact data you need to help your reps improve.

Kizen Sales Managers Solutions

Mobile Team Collaboration

Team members have access to their pipelines from anywhere in-app or through any channel. Offer a cloud-based, mobile-responsive solution that helps your team collaborate and crush their goals from any device.

Kizen Forms ROI Dashboards

Sales Reporting And Dashboards

Leverage strong sales reporting to help your team work smarter. Kizen’s reports and dashboard help you visualize how active your team is, how likely your team is to meet their goals, how well your reps are meeting those goals, and what needs to be done to drive more success.

Kizen Sales Cloud

Automatically Qualify And Route Account Leads

Ensure the right reps are handling the right account opportunities with intelligent lead routing. With Kizen’s Automations Engine, account leads from online and offline sources can be intelligently qualified, assigned, scheduled, and nurtured. Ensure your reps walk in each day with new opportunities on their calendar, ready-to-go.

Kizen Sales Managers Solutions

Set-Up Standard Operating Procedures

Design and enforce SOPs with your operations team by defining best practices in Kizen’s Automations Engine. For example, when new business accounts are engaging beyond a certain level, let the system gauge their intent so your banking team can step in and close the deal!

Kizen Sales Cloud

Account Contract & Invoicing Workflows

Kizen offers reps one-click E-signature of your contracts and invoicing workflows using your favorite integrated documents or billing tool. Kizen will also keep track of statements, authorizations, and any other important collections you need to store.

Kizen Automation Engine

Automated Onboarding And Scheduling

Kizen automatically sends the appropriate onboarding materials to each new account for a streamlined process. Save time and ensure that your teams have a full schedule each and every day.

Deliver Better, Faster Experiences

Kizen Activity Logging

Ensure Perfect Onboarding

Kizen helps banks get new account members in shape for onboarding with intelligent automations. Kizen will trigger emails, texts, and other welcome messaging at the exact time it is needed.

Kizen Email Content Studio

Automate Your Account Experience

Kizen’s Experience Cloud creation suite and automatic follow-up capabilities keep all of your accounts consistently in the loop with account updates, newsletter columns, financial planning resources, and more.

Kizen Form Builder

Account Support Forms And Task Automation

Kizen’s account support forms can be customized for customers to explain their financial or portal issues in detail and ask for help. Kizen can then help success teams prioritize, route, and schedule tasks, while auto-response rules send quick responses or estimated wait times.

Kizen Automation Engine

Escalations For Challenging Accounts

Ensure that you retain even the most challenging or unsatisfied account members through intelligent escalation processes. Escalate to a support manager with one-click, automatically sharing the most important data you need with them. Collaborate to redeem your bank’s reputation in the eyes of the toughest detractors.

Kizen Surveys

Deliver Targeted and Periodic Surveys

Deploy account satisfaction surveys dynamically after each interaction. Periodically send NPS surveys to each account to gauge the likelihood of their retention and referral, identify potential issues, and ensure positive experiences.

Kizen Surveys

Intelligent Nudging & Feedback Management

Utilizing your account satisfaction data, Kizen will deploy messages to nudge happy members towards referral, while routing unhappy members to your success team to investigate.

Unify Data for Better Insights

Kizen Interaction Tracking

Unified Data Storage

Kizen’s Data Cloud provides a single source of truth for every account by connecting data from every tool, team, and interaction in real-time. An easy set-up process and no coding interface means both your account-facing teams and more tech-savvy departments will love using it together.

Kizen Behavioral Tracking

Integrate All Of Your Lead Sources

Within the Data Cloud, Kizen’s Integrations Engine allows you to connect all of your lead generation channels in real-time. Leverage your lead source data to help your team provide more amazing experiences and understand which channels are worth the investment.

Integrate Your Lead Sources

Integrate All Of Your Lead Sources

Within the Data Cloud, Kizen’s Integrations Engine allows you to connect all of your lead generation channels in real-time. Leverage your lead source data to help your team provide more amazing experiences and understand which channels are worth the investment.

Kizen API Keys

Streamlined, No-Code Connect API

Kizen’s robust Integrations Engine allows organizations to connect Kizen with over 1,000 enterprise-grade tools, including Workato and Zapier. In addition, our easy-to-use, no-code Connect API ensures you are able to seamlessly integrate with the apps and tools you use every day.