Value proposition

Cloud-based solutions that allow financial institutions to start conversations, develop relationships, and build trust.

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 and members.

Founded by tech entrepreneurs from MIT, the company's fast, automated, cloud-based solutions apply machine learning to customer data to improve engagement and dialogue to effectively sell more financial services through digital service channels and beyond. Privately held, Micronotes is based in Boston.

Grow Loan Portfolio
We help you use data to identify credit-worthy customers with higher-cost debt at competitor institutions by consistently asking customers targeted, personalized questions that uncover valid financial needs. Then, automatically push validated leads to the right people on your team to improve loan business.

Grow Deposit Accounts
Eliminate the guesswork from your financial institution's deposit growth strategy with Micronotes. Instead, data can be used to access current deposit activity and identify opportunities for new deposits. Our technology eliminates combing through data to find revenue opportunities and allows immediate customer engagement without draining employee resources.
You can deliver thousands of personalized mobile and online banking offers to promote specific services.

Boost Retention
Drive engagement through frequent check-ins with your customers using data-driven automation. Be the first to discover customers' financial needs, desires, and pain points. We give you a competitive edge by enabling a high-tech, high-touch feel with Net Promoter Score (NPS®) and other experience-monitoring capabilities.

NPS measures your brand's customer experience and provides the best metric to anchor your customer experience management program.



Digital Marketing, Interview Marketing, Predictive Analytics, Cross-Selling, Artificial Intelligence, Financial Services Software, Cloud Software, Conversation Marketing, Machine Learning, and Marketing Automation