Data-Driven Marketing

  1. Data-Driven Marketing
  2. In-App Guides and Analytics

Tools and analytics that improve the account holder experience

Financial institutions have rich behavioral data inside their digital banking platforms, but often there's often no easy way to act on it.

Q2 Discover gives you the power to segment account holders, deliver targeted in-app guides and marketing campaigns, and measure what's working—all without leaving the Q2 platform.

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How can financial institutions understand and serve their account holders better?

Q2 Discover enables financial institutions to track and analyze account holders' journeys, along with their engagement level and other valuable behavioral patterns, allowing you to deliver highly targeted campaigns and in-app messaging.

Increase engagement and product adoption

A clear view of which account holders are and aren’t using products enables you to build more effective targeted marketing and drive the adoption of features and benefits.

Group account holders for strategic campaigns

Segment digital account holders for analysis, and use the resulting information to refine messaging strategies, site content, and design tactics.

Fine-tune your marketing strategy

Gather insightful testing data to help identify the most effective strategies for app content and communication.

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Make account holder resources more accessible

On the Q2 Digital Banking Platform, account holders can easily find answers to their questions through an on-demand resource hub with guides and other aids that improve user education, accessibility, and engagement.

Help account holders become digital banking power users

Deliver in-app and pop-up messages to account holders so they learn the powerful features within products and how to use them efficiently and effectively.

Reintroduce customers to the value of underused products

Monitor engagement within specific products and encourage users to re-engage with those they may have stopped using.

Clearly communicate targeted information

Easily communicate targeted information to account holders—from community outreach to event announcements and more.

Plus, there's a self-service resource center that's easy to use.

Your account holder can take advantage of an always-on point of reference that allows users to seek contextual help in their moment of need.

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Proven success

  • “We launched our Net Promoter Score® through Q2 Discover instead of emailing the survey as we had in the past. We actually saw a 400% increase in responses from our customers, and that really demonstrates that we’re meeting customers where they want to be met—right in their digital banking space versus asking them to respond to an email.”

    Brandy Allen
    SVP and Director of Digital Channels
    C&N Bank

  • “We were doing about 170 Express Loans per month at about $300,000. It was not making a big impact. Once we started leveraging Q2 SMART and Q2 Discover (and integrated Qcash into the Q2 digital banking platform with Q2 Innovation Studio) we did about 1,700 loans at over $3 million in a single campaign. The response from our membership, once they got in and started using the product, was fantastic."

    Pam Gilmore
    SVP Digital and Debit Delivery
    Founders FCU

  • “Q2 SMART and Q2 Discover are differentiators for our bank. Because they help us identify what’s important to our clients and we can see how they’re engaging, we can send targeted messages to targeted audiences quickly. When I interact with my consumers, I want to send a message that’s meaningful to them.”

    Lisa Fulton
    Senior Vice President and Chief Operations Officer,
    Lake City Bank

  • “Members are happier and more satisfied. Using Q2 Discover in tandem with Q2 SMART, UNIFY more easily anticipates and enriches the member experience with each interaction. What used to take several days, we can now do with the snap of a finger.”

    Jenny Wrobbel
    Digital Operations Manager,
    UNIFY Financial Credit Union

FAQs

What does Q2 Discover do, and how is it better than just sending marketing emails?

Q2 Discover empowers financial institutions to deliver targeted messages, in-app guides, and surveys directly inside the digital banking experience, rather than relying on email or SMS that account holders may never see. Because it's built into the platform they already use, it reaches them at the important moment in which they’re engaged.

Our financial institution already has a data analytics tool. Why would we need this on top of it?

Q2 Discover is built specifically to act on account holder behavior inside your digital banking platform, not just report on it. It lets you segment users based on how they're engaging with your products, then immediately follows up with targeted in-app messaging or guides, closing the loop between insight and action in one system.

How do we know if this is actually working once we roll it out?

Q2 Discover tracks engagement at the product level, so you can see which account holders are and aren't using specific features. It gives you the power to adjust your messaging accordingly. You have the data to test different messages and campaigns, rather than launching once and guessing whether it landed.

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