Target Outbound Campaigns

Any Message, Any Audience, Any Channel

Deliver impact at every touchpoint with highly customized and hyper-targeted marketing campaigns for lead generation, onboarding, cross-sell, and more.

Campaign Builder

Build better campaigns

List segmentation

Make sure you’re engaging your audience with the messaging that’s timely and relevant to their needs and goals by adding inclusion/exclusion rules around entire campaigns or specific emails.

Send on behalf of customer-facing teams

Reduce administrative work and allow your loan officers and relationship managers to focus their time by sending automated campaigns on their behalf.

Review, analyze, adapt

Real-time dashboards

Know exactly how your campaigns are performing from the moment you hit “send” with a single dashboard that tracks all active campaigns.

Dynamic reporting

Go deeper into campaign performance by pulling reports by audience demographics, engagement metrics, conversions, and more.

Real-time dashboards and dynamic reporting

See it in action

How We're Different

Make the most of every customer engagement

360-degree customer view

Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.

TrueIntent insights

Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.

Segmentation

Segment your contact lists to deliver tailored messaging in every campaign.

Prioritized lead & contact lists

Engage critical contacts at the right time without hunting through your database.

Always-on nurture

Develop relationships with customers even if they don’t have a need for your products today.

Multichannel campaigns

Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.

Digital content & social media

Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.

Co-marketing campaigns

Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.

Reporting & dashboards

Track campaign performance, analyze what works, and identify gaps to boost ROI.

Build better campaigns

List segmentation

Make sure you’re engaging your audience with the messaging that’s timely and relevant to their needs and goals by adding inclusion/exclusion rules around entire campaigns or specific emails.

 

Send on behalf of customer-facing teams

Reduce administrative work and allow your loan officers and relationship managers to focus their time by sending automated campaigns on their behalf.

Review, analyze, adapt

Real-time dashboards

Know exactly how your campaigns are performing from the moment you hit “send” with a single dashboard that tracks all active campaigns.

 

Dynamic reporting

Go deeper into campaign performance by pulling reports by audience demographics, engagement metrics, conversions, and more.

Build better campaigns

Review, analyze, adapt

List segmentation

Make sure you’re engaging your audience with the messaging that’s timely and relevant to their needs and goals by adding inclusion/exclusion rules around entire campaigns or specific emails.

 

Send on behalf of customer-facing teams

Reduce administrative work and allow your loan officers and relationship managers to focus their time by sending automated campaigns on their behalf.

Real-time dashboards

Know exactly how your campaigns are performing from the moment you hit “send” with a single dashboard that tracks all active campaigns.

 

Dynamic reporting

Go deeper into campaign performance by pulling reports by audience demographics, engagement metrics, conversions, and more.