PANEL DISCUSSION: OCT 31 @ 1PM EASTERN
How Top Credit Union Marketers Will Drive Growth in 2024
Panel Discussion
JULY 28
JULY 28
Fundamentals packages
Address a single, core objective - building active checking relationships.*
Engagement packages
Build deep, multi-product relationships with your whole customer/member base.
* If you have limited resources but want to optimize your business, start with one of our Fundamentals packages.
OPTION 1
Connect with new account openers to increase account utilization
✔️ Unlimited Email Messages & Reminders
✔️ Unlimited Microsites & Landing Pages
✔️ Mobile App Widget
✔️ Personalization Widget
✔️ Survey Widget
Choose one Advanced Widget or Tool at no additional cost
Direct Deposit Widget
Card on File Widget
Email & SMS Text Opt-In Widget
Enrollment Widget
Packaging & Approvals
Webhooks
Interaction Retargeting
Packaging & Approvals
✔️ Automated campaign branding
(colors, fonts, logo, etc.)
✔️ Drag & drop message scheduler
✔️ Message display preview
✔️ Campaign Targeting
Embed your automated or live chat and/or live video support into campaign microsites
N/A
Importing data from any system is easybecause of our unique data model andflexible import process.
✔️ API Data Feed
✔️ SFTP
Certified Integrations
Non-Certified Integrations
Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.
View and export granular, ad-hoc reports to analyze campaign interactions and objective completions (e.g., enrolled in direct deposit).
Access key performance metrics for all campaigns (in aggregate). View, filter, sort, and compare performance metrics for multiple campaigns side by side. See which products and services all of the customers/members in the system have adopted and which ones they still need.
✔️ Basic Account Activation Features
✔️ Campaign development, analysis, and optimization services
(May upgrade to the Advanced Success Plan)
OPTION 2
Connect with your entire customer base. Build engaged, multi-product relationships: maximize account utilization, cross-sell, educate, manage digital banking upgrades and M&A migrations
✔️ Unlimited Microsites & Landing Pages
✔️ Unlimited Email Messages & Reminders
✔️ Unlimited SMS Text Messages & Reminders
✔️ Mobile App Widget
✔️ Personalization Widget
✔️ Survey Widget
✔️ Direct Deposit Widget
✔️ Card on File Widget
✔️ Email & SMS Text Opt-In Widget
✔️ Enrollment Widget
✔️ Packaging & Approvals
✔️ Webhooks
✔️ Interaction Retargeting
✔️ Survey Retargeting Widget
Cross-Channel Engagement Tool
Premier Insights
✔️ Packaging & Approvals
✔️ Automated campaign branding
(colors, fonts, logo, etc.)
✔️ Drag & drop message scheduler
✔️ Message display preview
✔️ Campaign Targeting
✔️ Interaction Retargeting
Embed your automated or live chat and/or live video support into campaign microsites
"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)
Advanced "Write Back" of email & text unsubscribes, contact updates, journey engagements & more
Importing data from any system is easybecause of our unique data model andflexible import process.
✔️ API Data Feed
✔️ SFTP
Certified Integrations
Non-Certified Integrations
Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.
Insights on 2+ campaigns at a time plus widget reporting. Filter by date range to discover seasonality trends, see which campaigns perform best in achieving a particular objective, and see how account holders are adopting different products and services.
Insights on 2+ campaigns at a time plus widget reporting. Compare your performance to other institutions using the platform, see how campaigns influence adoption, and calculate the value delivered to your institution.
✔️ Basic Account Activation Features
✔️ Advanced Account Activation & Relationship Building Features
✔️ Campaign development, analysis, and optimization services
(May upgrade to the Premier Success Plan)
Unlimited Microsites & Landing Pages
Unlimited Email Messages & Reminders
Unlimited SMS Text Messages & Reminders
Mobile App Widget
Personalization Widget
Survey Widget
Direct Deposit Widget
Card on File Widget
Email & SMS Text Opt-In Widget
Enrollment Widget
Packaging & Approvals
Webhooks
Interaction Retargeting
Survey Retargeting
Cross-Channel Engagement Tool
Premier Insights
Packaging & Approvals
Automated campaign branding (colors, fonts, logo, etc.)
Drag & drop message scheduler
Message display preview
Campaign targeting
Interaction retargeting
Embed your automated or live chat and/or live video support into campaign microsites
"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)
Advanced "Write Back" of email & text unsubscribes, contact updates, journey engagements & more
Importing data from any system is easy
because of our unique data model and
flexible import process.
API Data Feed
SFTP
Certified Integrations
Non-Certified Integrations
Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.
Insights on 2+ campaigns at a time plus widget reporting. Filter by date range to discover seasonality trends, see which campaigns perform best in achieving a particular objective, and see how account holders are adopting different products and services.
Insights on 2+ campaigns at a time plus widget reporting. Compare your performance to other institutions using the platform, see how campaigns influence adoption, and calculate the value delivered to your institution.
Essentials Account Activation features
Advanced Account Activation & Relationship Building features
Campaign development, analysis
PACKAGE 1
Connect with new account openers to increase account utilization
✔️
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Choose one Advanced Widget or Tool at no additional cost
Not available
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Essentials Success Plan
(May upgrade to the Advanced Success Plan)
PACKAGE 2
Connect with your entire customer base. Build engaged, multi-product relationships: maximize account utilization, cross-sell, educate, manage digital banking upgrades and M&A migrations
✔️
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Advanced Success Plan
(May upgrade to the Premier Success Plan)
Unlimited Microsites & Landing Pages
Unlimited Email Messages & Reminders
Unlimited Text Messages & Reminders
✔️
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PACKAGE 1
PACKAGE 2
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Mobile App Widget
Personalization Widget
Survey Widget
✔️
✔️
✔️
✔️
✔️
✔️
Direct Deposit Widget
Card on File Widget
Email & SMS Text Opt-In Widget
✔️
✔️
✔️
Campaign Targeting
✔️
✔️
Interaction Retargeting
✔️
Embed your automated or live chat and/or live video support into campaign microsites
✔️
✔️
"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)
✔️
Advanced "Write Back" of email & text unsubsribes, contact updates, journey engagements, & more.
✔️
Non-Certified - Core, CRM, Account Origination, & Data Warehouse/Data Lakes, Other Sources with data support/consultation
API Data Feed
SFTP
Integrated cores
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Campaign Analytics
Campaign Insights
Team Insights Standard
Campaign Dashboard
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Basic Account Activation Features
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Advanced Account Activation & Relationship Building Features
Campaign development, analysis, and optimization services
Essential Service Package
(may upgrade to Advanced)
Advanced Service Package
(may upgrade to Premier)
Apply your own branding to our library of consumer account activation campaign templates (emails & microsites):
Self-service
Self-service
One request for updated documentation per year
SOC2 Type 2 Certified
We will apply your branding to our consumer campaign templates (emails & SMS text messages & microsites):
We will create 5 custom, branded campaigns to support your unique business objectives per year
Annual Strategic Business Review meeting to review campaign performance.
Two requests for updated documentation per year
SOC2 Type 2 Certified
We will apply your branding to our consumer campaign templates (emails & SMS text messages & microsites):
We will create 10 custom, branded campaigns to support your unique business objectives per year
Semi-Annual Strategic Business Review meeting to review campaign performance.
Unlimited requests for updated documentation
SOC2 Type 2 Certified
Let's meet. We'll demo the platform and help you choose the right product and service package for your institution.
Book a meeting
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