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Kizen Helps Banks Build Better Account Relationships

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

Grow Smarter With The New #1 CRM+ Platform


More customers per every $1 spent on sales and marketing


Increase in customer lifetime value


Hours saved per week for each team member


Average total cost of ownership savings compared to legacy providers

Kizen Can Help Deliver Amazing Experiences At Each Stage Of The Account Journey



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



Build strong relationships by guiding potential accounts along their journey and helping them make the right financial decisions based on their needs.



Simplify the sales process by sending digital authorization workflows, new account holder materials, and personalized follow-up messages dynamically.



Engage your account holders by creating personalized experiences with newsletters, satisfaction surveys, and support workflows.



Reduce lost accounts and increase their lifetime value with deeper, more personalized communication, cross-sell campaigns, and referral nudges.

Explore How Kizen Can Help All Your Teams Work Better Together, Drive More Profits & Craft More Amazing Account Experiences

Kizen’s Business Intelligence Drives Awareness Behind Your Revenues And Helps All Your Teams Work Smarter

Visualize & Invest In Your Revenues 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, sales 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.

Accurately Forecast and Track Account Lead Scores

Real-time data can allow your team to forecast, allowing for better sales 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.

Track The ROI Of Every Campaign

Track the performance of every email, ad, and other campaigns by looking at interaction history. All your most important metrics are presented clearly so you can measure their impact on your revenues and profits.

Monitor All Your 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.

Kizen’s Marketing Cloud Helps Customers Discover and Grow Value With You While Working Seamlessly With Your Sales & Experience Teams

Attract And Convert New Accounts

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 sales team when ready.

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.

Send Beautifully-Templated, Personalized Emails and Texts to Potential Account Holders

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.

Automate And Personalize Your Marketing

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.

Intelligently Cross-Sell Or Upsell To Grow More Value

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.

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.

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.

Intelligent Remarketing Of Ad Campaigns

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.

Collaborate With Your Teams

Create a collaborative nature between marketing, sales, and experience teams so that everyone has a clear view of the funnel and works smarter. Track account leads and opportunities throughout the entire sales process and ensure all accounts are being followed-up on promptly.

Kizen Sales Cloud Helps You Close More Accounts, Maximize The Effectiveness of Your Team, And Ensure No Opportunities Slip Through The Cracks

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.

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.

Pipeline 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.

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.

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.

Set-Up Sales Ops and 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 sales team can step in and close the deal!

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.

Automated Onboarding And Scheduling Sequences

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.

Kizen Experience Cloud Automates to Deliver Better, Faster Experiences

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.

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.

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.

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.

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.

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.

Kizen Data Cloud Helps You Unify Your Data And Understand Your Accounts Better

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.

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 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.

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.