How We Do It - Transactional Analytics & Behavioral Analytics

IFM SERVICES

Maximizing Customer Value Through Thought Leadership and Data Normalization Sophistication

Financial Institutions Partner With IFM To Get A Real-Time View Of Their Customers

The highly experienced team at IFM will help a financial institution normalize their data and develop effective strategies leveraging their unique insights to augment sales & marketing programs.

CUSTOMER INSIGHT

IFM is uniquely able to provide a real-time view of the customer

INTEGRATION

IFM has successfully integrated with bank IT departments, data analytics teams, and other external partners to ensure timely implementation

COST EFFECTIVE

IFM solutions are cost-effective solutions that help banks take their business to the next level

DATA SECURITY

IFM adheres to strict data security and compliance protocols and is SOC 2 Type 2 compliant

DATA NORMALIZATION

IFM leverages 20 years of experience in translating and categorizing transactions to expand capabilities to other types of digital financial transactions including debit card, credit card, wire, core processing system transactions, and all types of electronic financial transactions.

The key to developing A.I. solutions that guarantee better productivity and ROI rests on access to clean and categorized transaction data that can be utilized to power A.I. related solutions. IFM’s standardized categorization across data sources provides the intelligent data required for A.I. and other analytical projects.
Machine Learning/Analytics will be a required capability for the foreseeable future and intelligent data with the IFM standard in normalization and categorization is an important part of the effectiveness of these systems.
The IFM standard in data normalization provides financial institutions with improved efficiencies including refinements of transactional categorization as a result of industry changes.

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BEHAVIORAL ANALYSIS

Using our broad range of experience, we help you understand historical and current trends while always looking ahead to the future. Our Behavioral Analysis services will assist you in maximizing opportunities in finding the most appropriate products to offer your customers. With IFM’s capabilities, a financial institution can analyze client behavior and money movement in near real-time and can also trigger security mechanisms if patterns of transaction activity seem unusual.

With the IFM portfolios and the customized cross-sell leads, you will be able to specifically identify opportunities like never before. A few examples include:

Identify your customers with competing lender, deposit, and insurance relationships
Identify your customers that are investors with competing brokerage and financial institutions
Identify your customers’ discretionary and nondiscretionary financial activity
Identify your customers with international activity
Identify your customers with wealth profiles not currently in your Wealth Management group
Identify your customers with significant fluctuations in activity pointing to great opportunities or risks to your bank

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EVENT DETECTION & ALERTS

Delivering near real-time tactical leads that provide increased visibility of lifestyle and behavioral events across data sources covering a wide spectrum of banking products and services that immediately address the actual financial needs of your customers. Examples include:

Earned Income Stop
Large Deposit Notification
Mortgage/Home Equity Payment Increases
Transfer Risk Indicator with Expiring CD’s
New Competing Retail Banking and Investment account openings
Suspicious Activity Notification
Government Income Notifications

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IFM SERVICES

Financial Institutions Partner With IFM To Get A Real-Time View Of Their Customers

CUSTOMER INSIGHT

INTEGRATION

COST EFFECTIVE

DATA SECURITY

DATA NORMALIZATION

BEHAVIORAL ANALYSIS

EVENT DETECTION & ALERTS

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