EMAIL MARKETING
Leverage customer data to craft highly relevant, segmented campaigns based on account types, balances, and services, ensuring your message hits the mark.
CALLING CAMPAIGNS
Create calling campaigns to reach out personally to customers with tailored messaging, all tracked within the platform for full visibility.
EVENT MANAGEMENT
Don't have an internal training department? Don't worry. We offer complimentary virtual training series during your deployment.
Empower Your Marketing.
Engage Your Customers.
Maximize your CRM potential and drive results through
automated digital marketing, tailored messaging, and integrated tools.
AUTOMATED DIGITAL ONBOARDING
Streamline the onboarding process for new customers with personalized, automated campaigns that set a positive tone from the start.
LEADING PLATFORM INTEGRATION
Effortlessly connect to top digital marketing platforms like Constant Contact®, HubSpot®, Mailchimp®, and Beavercreek Marketing for enhanced content creation and distribution.
MARKETING EVENTS
Stay organized and manage all your marketing events (e.g., golf outings, charity drives, or branch gatherings) in one place with the built-in event calendar feature.
PROSPECT AND DATA IMPORTS
Quickly import prospect lists and prospect activity to for ease of prospecting and sharing the whole customer journey within the CRM.
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