Primary relationships
3
Primary Banking
Estimate synthetic primary banking strength, surface next-best actions and test how primacy levers move the score.
Emerging primary
0
Secondary relationship
2
Rate chaser / low engagement
3
Why this matters
Primary banking behaviour shows whether deposits and payments are becoming part of the customer's daily financial life. Salary credits, wallet activation, PayID, card usage and recurring payments are stronger relationship signals than balance alone.
What-if panel
Toggle primacy levers for a sample customer and the score updates live.
Before / after score
Before
45
After
45
Score movement: +0
No lever changes applied.
Suggested campaign action: Monitor response and sequence the next primacy nudge based on behaviour.
Next-best action: Prompt salary credit setup
Customer primacy table
Scan customer relationship depth, core behavioural signals, and next-best actions in one full-width workbench.
| Customer | Primary banking score | Relationship band | Signals | Next-best action |
|---|---|---|---|---|
Ava Chen Young saver | 45 | Secondary relationship | Salary credit: No PayID: Yes Wallet: Yes | Prompt salary credit setup |
Liam Carter Mass market | 82 | Primary relationship | Salary credit: Yes PayID: Yes Wallet: No | Promote wallet activation |
Mia Patel Digital first | 20 | Rate chaser / low engagement | Salary credit: No PayID: No Wallet: Yes | Prompt salary credit setup |
Noah Singh Affluent | 100 | Primary relationship | Salary credit: Yes PayID: Yes Wallet: Yes | Deepen savings and payments engagement |
Isla Morgan Mass market | 49 | Secondary relationship | Salary credit: Yes PayID: No Wallet: No | Prompt PayID registration |
Zoe Ramirez Digital first | 26 | Rate chaser / low engagement | Salary credit: No PayID: Yes Wallet: No | Prompt salary credit setup |
Arjun Bell Affluent | 98 | Primary relationship | Salary credit: Yes PayID: Yes Wallet: Yes | Deepen savings and payments engagement |
Emily Foster Young saver | 3 | Rate chaser / low engagement | Salary credit: No PayID: No Wallet: No | Prompt salary credit setup |