Modern financial institutions face growing friction when delivering promotional offers—over 77% of consumers feel frustrated by generic, irrelevant marketing notifications. The primary goal of this project was to overhaul how credit card promotions are matched and deployed. We designed an automated engine that leverages real-time spending databases to match individual cardholders with contextually relevant offers, orchestrating delivery across email, push notifications, and in-app feeds.
To support business and operations teams, we created a reporting dashboard that transforms transactional data into actionable marketing intelligence. The interface surfacing real-time insights into spending habits, merchant locations, and engagement patterns. By automating the alignment between consumer spending behaviors and campaign targets, the platform accelerates go-to-market speed, enabling teams to capture shift-in-market opportunities faster.
Managing enterprise-scale automation requires total operational transparency. We designed clear administrative controls for setting up, monitoring, and auditing complex batch-matching jobs. Balancing intuitive usability with deep functional controls, the UI allows business stakeholders to supervise automated workflows, verify logic execution, and maintain compliance across high-volume promotional runs without relying on engineering intervention.
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