Micronotes

Marketing Automation

Micronotes.ai delivers cloud-based digital engagement solutions to financial institutions that want to start conversations, develop relationships, and build trust with new and existing customers.

AI-powered cross-sell and retention that analyzes transaction data to deliver personalized micro-conversations inside digital banking—at 26x the click-through of generic ads.

• Founded: 2008
• Headquarters: Cambridge, MA, USA
• Ownership: Private
• Funding / valuation: Undisclosed
• Serves: Both — Community & mid-tier
• Notable customers: 150+ FIs
• Core integrations: Jack Henry, Q2
• Capabilities: Micronotes Automated Prescreen; Micronotes Cross-Sell XD; MicroInterview; Life Event Detection; Intelligent Targeting; Automated Engagement

Compliance watch-outs

Personalized cross-sell prompts inside online banking are 1:1 marketing—an ideal place for pre-send review across Reg DD, Reg Z, and UDAAP.

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