Manage Q2 groups
Auto segment users into Q2 groups with rules based on user data
Imagine your users automatically
Imagine your users automatically moving to the appropriate group when their circumstances change.
Configure simple rules, and Automate Banking will automatically move users into the correct group. Personalize the user's digital experience based on attributes such as savings, account types, life stage, transactions, etc.
Real-world use cases
New users
Auto-segment, send a welcome email, and show dashboard content to guide direct deposit setup.
Minors
When a user turns 18 years old, move them out of the minor group and send a happy birthday email with new product and service offers.
New user graduation
Move new users out of restricted group after 30 days and having deposited at least $500.
Suspected fraud
Move suspected fraudsters to a restricted group and send a push notification about suspicious activity and to call customer service.
Dormant accounts
Re-engage inactive users or trigger deactivation workflows.
High balances or maturing CD
Trigger targeted and timely offers.
Custom automations
Create your own custom automation to segment users and send notifications.