DeepTarget Launches RetainIQ to Transform New Account Openings into Lifelong Customer Relationships

DeepTarget's RetainIQ uses AI-driven insights and DXP automation to help financial institutions convert new account openings into high-yield, primary relationships through orchestrated engagement journeys.

Philly Metrowire Staff
••Business
DeepTarget Launches RetainIQ to Transform New Account Openings into Lifelong Customer Relationships

DeepTarget Inc., a leader in intelligent revenue automation for financial institutions, today announced the launch of RetainIQ™, a strategic retention layer designed to help financial institutions convert new account openings into deep, primary relationships while delivering a consistent, high-touch experience at scale.

'DeepTarget already assists financial institutions with acquiring core deposit accounts through our intelligence-based Targeted Acquisition Program,' said Preetha Pulusani, CEO of DeepTarget. 'RetainIQ is a natural complement that helps institutions move beyond the initial moment of account opening to an orchestrated engagement journey that drives adoption, protects growth, and measurably improves retention using the power of our DXP.'

RetainIQ manages the early-stage account holder journey by applying intelligence-driven prompts and campaigns that encourage engagement and product adoption. The framework is designed to secure primary institution status by strategically moving the account holder from a single new account to a deep, primary financial relationship. It drives behavioral anchoring by systematically encouraging immediate adoption of high-retention products and services, and protects growth by identifying and engaging at-risk account holders using data-driven insights before disengagement occurs. Additionally, it delivers automated excellence by providing a consistent, high-touch experience for every new account without increasing manual staff workload.

RetainIQ delivers a series of value-added digital touchpoints through seamless integration with DeepTarget's Digital Experience Platform (DXP). By leveraging core banking data to identify newly opened accounts, RetainIQ automatically rotates account holders through a cycle of high-impact campaigns. As engagement builds, the program evolves account holders from basic transactions to more advanced, wealth-building tools, further maximizing lifetime value.

With real-time performance tracking, RetainIQ empowers financial institutions to monitor engagement, recover service gaps through data-driven insights, and optimize interactions for measurable impact. Automated processes and campaign rotation guarantee optimal timing, while analytics close the loop, transforming data into actionable strategies and accelerating digital ROI and lifetime value.

'RetainIQ is more than a retention platform, it turns account holders into lifelong brand advocates, secures the institution's future, and maximizes the value of every relationship,' continued Pulusani.

To experience how RetainIQ transforms initial account openings into primary, high-yield growth engines, contact the Digital Strategy Group or visit the website to schedule a personalized strategy session and platform demonstration.

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