Engage with Text Marketing Like Never Before.

Text messaging powered by AI Insight is the #1 recipe for speed and engagement. Turn that into your biggest marketing asset.

Empower Your Marketing Team

Optimize Channels, Increase Engagement

Use texting that has open rates of 98% to send marketing messages for maximum reach [Texting]

Enhance search engine visibility with positive reviews on Google [Reputation Management]

Track performance, analyze member engagement metrics, and optimize strategies [Analytics]

Include appointment booking links for in-branch or virtual meetings in your marketing campaigns [Texting]

Offer members the option to engage/ kick start conversations on the same thread [Texting]

Send documents, images, surveys, and links to make your marketing messages more engaging & helpful [Texting]

Craft targeted marketing messages that resonate with specific segments of the member base [AI Assist, Conversational Intelligence]

Personalize interaction by adding or switching to the prospect’s preferred channel [Unified Platform]

Match member’s needs with the best-suited agent to service them [Skill Based Routing]

Optimize Marketing Processes

Optimize Workflows, Boost Efficiency

Position yourself as a trusted financial partner through educational and awareness campaigns at scale [Texting]

Ensuring consistent and timely messaging by scheduling marketing messages to be sent at a later date & time [Texting]

Design & execute campaigns within your favorite tools [Marketing Integrations: Salesforce, Adobe, or Prisma]

Gain deep insights into your target audience’s demographics, needs, sentiments, and preferences [Conversational Intelligence]

Identify cross-sell and upsell opportunities by combining insights across channels, databases, and core integrations [Unified Platform]

Create dynamic marketing strategies with AI-driven insights informed by your knowledge base [AI Knowledge Assist]

Create custom keywords for contacts to text to opt into your campaigns while getting added to unique lists [Texting]

Remove human error by automating contact and opt-in/ opt-out synchronization [Core Integrations: Symitar, Fiserv, Sharetec, Correlation, CUProdigy]

Centralize your opt-in database [Core Integrations: Symitar, Fiserv, Sharetec, Correlation, CUProdigy]

Experience The Unified Impact

Go beyond piecemeal solutions that lack clear impact and drive real value through increased member satisfaction, employee productivity, revenue and retention, all at scale.

$3.7 M

Overall drop in delinquency from December 2023 to March 2024

(Alltru Credit Union)


Faster Member Authentication 45 Seconds to authenticate

(Idaho Central Credit Union)


Faster lending process, 3 days reduction in loan approval time

(Patelco Credit Union)


Higher response rate with Text than other modes of communication

(Family Savings CU)


Increase in number of accounts opened with In-branch Video

(Xplore Federal Credit Union)


Reduction in Loan approval times, application completion <10 mins

(Natco Credit Union)

Integrated Tech Stack

Connect with an extensive network of leading technology vendors catering to community financial institutions such as Core systems, CRM, LOS, AOS, Collections, and other essential providers.

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