Solitics, a leading SaaS provider specializing in adaptive customer engagement and marketing automation, has introduced Saai, an agentic AI platform designed to help retail banks automate marketing operations, accelerate campaign execution, and deliver highly personalized customer experiences.
Built specifically for marketing and product teams in the banking sector, Saai is engineered to significantly reduce manual effort while offering seamless integration within 45 days. Unlike generic AI assistants, the platform functions as an embedded AI expert with deep knowledge of retail banking workflows and the Solitics ecosystem, enabling organizations to move from strategy to execution much faster.
According to Tomer Baumel, CEO and Founder of Solitics, the platform represents a major shift in how banking teams manage customer engagement. He explained that once fully implemented, Saai can transform complex marketing processes—including campaign planning, strategy development, content creation, design, data analysis, automation, and development—into an intelligent, always-on customer engagement engine that operates around the clock.
AI Built for Retail Banking
Saai has been trained using years of retail banking customer engagement scenarios and industry best practices. Rather than acting as a standalone AI layer, it works directly within the Solitics platform, allowing it to understand both business objectives and platform capabilities.
The AI generates recommendations and customer journeys using each bank’s own:
- Customer data
- Behavioral events
- Business rules
- Campaign objectives
- Operational context
This enables banks to create highly relevant customer interactions while ensuring campaigns remain aligned with internal business goals.
Security and Governance by Design
Recognizing the strict regulatory requirements of financial institutions, Saai operates entirely within each bank’s existing Solitics environment.
The platform supports existing governance frameworks by respecting:
- Approval workflows
- User permissions
- Audit trails
- Compliance controls
- Market-specific regulatory requirements
This allows banks to leverage autonomous AI while maintaining complete oversight of customer engagement activities.
Supporting Every Stage of Customer Engagement
Saai assists marketing and product teams throughout the customer lifecycle by providing AI-driven support for:
Strategy Development
Recommending customer engagement strategies aligned with business objectives.
Customer Analytics
Identifying customer behaviors, engagement opportunities, and optimization recommendations.
Campaign and Journey Design
Automatically generating complete customer journeys, promotional campaigns, and engagement flows from simple natural-language instructions.
Customer Lifecycle Management
Supporting onboarding, customer activation, engagement, retention, loyalty initiatives, and cross-selling opportunities.
Campaign Optimization
Continuously recommending improvements based on campaign performance and customer behavior.
Platform Assistance
Providing contextual guidance on Solitics features, workflows, and implementation best practices.
From Business Objective to Live Campaign
One of Saai’s most significant capabilities is its ability to convert business goals into production-ready customer journeys within minutes.
Instead of manually building campaigns from scratch, users simply describe their objective—for example:
- Improving digital onboarding
- Increasing product adoption
- Reducing customer inactivity
- Growing customer retention
Saai then automatically recommends:
- Target audience
- Customer triggers
- Communication channels
- Personalized messaging
- Journey logic
- Campaign configuration
The result is a fully prepared campaign that can be reviewed and deployed far more quickly than traditional manual processes.
Accelerating Banking Use Cases
For retail banks, the platform can streamline a wide range of customer engagement initiatives, including:
- KYC onboarding
- Account activation
- Credit and debit card usage campaigns
- Savings product adoption
- Customer retention programs
- Cross-selling financial products
Throughout these workflows, Saai ensures every interaction complies with the bank’s governance policies and operational requirements.
Real-Time Personalization at Scale
Once campaigns are deployed, the Solitics platform executes customer journeys in real time using behavioral data and market events.
For example, customers can automatically receive personalized notifications when:
- A stock they follow, such as Tesla, approaches earnings announcements.
- Gold reaches a predefined price target.
- Bitcoin experiences significant market volatility.
Rather than creating individual campaigns for every customer or financial asset, marketers can design a single intelligent journey that dynamically personalizes communications for each individual based on their interests and behavior.
This one-to-many personalization capability allows banks to deliver highly relevant customer experiences while minimizing manual campaign management.
Enhancing Marketing Productivity with Agentic AI
By combining autonomous campaign generation with real-time execution, Saai enables marketing teams to focus more on strategy and innovation rather than repetitive operational work.
The platform helps organizations:
- Reduce campaign creation time
- Increase marketing productivity
- Improve customer engagement
- Deliver personalized experiences at scale
- Maintain regulatory compliance
- Accelerate digital transformation initiatives
About Solitics
Founded in 2013, Solitics provides customer engagement and data analytics solutions for B2C organizations across financial services and other regulated industries.
Its customer base includes:
- Banks
- Institutional financial organizations
- Fintech companies
- Global brokerage firms
- iGaming businesses
With the launch of Saai, Solitics is expanding its AI capabilities to help retail banks move beyond traditional marketing automation toward Agentic AI-powered customer engagement, where intelligent AI agents can design, optimize, and execute personalized customer journeys while operating within secure, governed, and compliant environments.
