Building on our long-term relationship as a trusted advisor and technology partner, BMO selected Retina (operating as Transiris at that time) to implement the integration of the two additional channels for personalized offers and recommendations in real time.
The two additional channels, ATM and online banking, are two of the most utilized operational channels (millions of interactions daily) and are tightly connected to core banking data. To enable them as real-time marketing channels, the project focused on:
A team of platform architects, software developers, data engineers, marketers, project managers, security specialists, and testers consisting of Retina subject matter experts and BMO staff was assembled, deployed, and continuously adapted to the needs and evolution of the project.
Over two quarters – and in record time – our BMO and Retina hybrid teams completed the solution design and re-architecture, custom code development, Unica Interact configuration and scaling, infrastructure scaling, modeling of the new data, system performance tuning and security improvements. Change management and training was also led by Retina.
As a pilot for the newly implemented cross-channel infrastructure, we also devised and deployed a new inbound campaign using real-time personalization for BMO’s Indigo gift/credit card. We designed and delivered segmentation, marcom strategy, placement, A/B testing, modeling and measurements. This campaign serves as a template for future real-time personalized offers and recommendations tactics.