Marketing Automation and Customer Analytics for Banks and Credit Unions
Banks and Credit Unions need to expand their relationships with their current customers, and be more effective at gaining new ones. Unfortunately, the core processing systems that house their data often use legacy technology and can't connect to external services. Our primary solution Core iQ, serves as a "bolt on" system that pulls data from an institution's core system to make it more easily accessible and allows it to trigger external systems to send emails, SMS texts, physical letters, post cards, etc. All in the hopes of solidifying the institution's relationships with their customers and learning more about what the customer wants.
We are disrupting the industry of bank software providers with no-contract, easy to install software that any bank can afford.