Building on our long-term relationship as a trusted advisor and technology partner, BMO selected Transiris to implement the integration of the two additional channels for personalized offers and recommendations in real time.

The two additional channels, ATM and online banking, are two of the most utilized operational channels (millions of interactions daily) and are tightly connected to core banking data. To enable them as real-time marketing channels, the project focused on:

• Configuring Interact for the new complexity (configuration, data, business rules, scaling to new hardware, data and API optimization, protocol architecture, business fit)
• Developing and deploying extremely performant custom code (to the microsecond)
• Redesigning the existing architecture (especially the load balancer) to adapt to the increased volume of data, the additional security layers, and the system performance in real-time

A team of platform architects, software developers, data engineers, marketers, project managers, security specialists, and testers consisting of Transiris subject matter experts and BMO staff was assembled, deployed, and continuously adapted to the needs and evolution of the project.

Over two quarters – and in record time – our BMO and Transiris hybrid teams completed the solution design and re-architecture, custom code development, Unica Interact configuration and scaling, infrastructure scaling, modeling of the new data, system performance tuning and security improvements. Change management and training was also led by Transiris.

As a pilot for the newly implemented cross-channel infrastructure, we also devised and deployed a new inbound campaign using real-time personalization for BMO’s Indigo gift/credit card. We designed and delivered segmentation, marcom strategy, placement, A/B testing, modeling and measurements. This campaign serves as a template for future real-time personalized offers and recommendations tactics.