Retention & Loyalty Tools
CD Maturity & Retention
90-day maturity calendar with 30/14/7 day banker alerts and core banking connection CTA.
Source
Core banking webhook or secure file feed
Refresh
Daily
Banker prompt
Prioritize first-touch outreach while the signal is fresh.
Core banking connection required
CD maturities and deposit velocity alerts activate after a Jack Henry, Fiserv, FIS, webhook, or secure file feed is connected.
Demo Records
| Customer | Type | Maturity | Balance range | Assigned |
|---|---|---|---|---|
| Ozark Manufacturing | Business CD | May 12, 2026 | $200K-$300K | Maria Chen |
| River Youth Arts | Nonprofit CD | Jun 01, 2026 | $100K-$150K | James Walker |
Showing 2 of 2 demo records. Click any row to open a lead workspace.