A Connected Email Marketing System

Send Smarter Emails

A Connected Email System
Bring in data from your core banking system, ancillary data systems, and any other third party data feed. Automated nightly refreshes keep everything up-to-date, so you never have to worry about sending someone the wrong email.

Ensure Email Deliverability
What good is an email that ends up in someone's SPAM folder? You work hard crafting your emails, so we run through a 7 Step Email Whitelisting Process and do everything we can to ensure that your emails are delivered.

Manage Preferences & Opt-Outs
Email subscribers can manage their opt-out preferences within specific communication categories, like product offers or newsletter. Employees can view and manage email opt-outs internally, as well.
All Your Templates Together

Use Our Responsive Layouts or Import Yours
Choose from our responsive email template layouts, or import your own HTML and CSS email layouts. Then, customize your email copy and images within the template editor.

Stay on Brand
Every email comes from you, so your colors and branding go out on each email. Choose a standard look and feel or modify the header and footer images of your layouts for unique looks.

Built-In Compliance Process
Send proofs to your compliance team, and they'll be notified to review and activate your work via email. Everyone can rest easy knowing that emails cannot go out without compliance approval.
Template Features

Online Template Editor
Modify your templates online as you would any other document. Type or paste your copy directly into your email template layout and modify text, add lists, use color, and add images to your emails on the fly.

Automatic Personalization
Emails can be sent from an employee's email address, on their behalf, from a custom email address or from your default email address. Further personalize email templates with merge fields that bring in account holder and banker details.

Communication Categories & Opt Outs
Assign email templates a Communication Category to give the people you email some options when it comes to the types of communications they'd like to receive. Core iQ manages opt out preferences to keep you compliant.
Fully Automated Email

From Onboarding to Operational Emails
Build schedules and start sending automatic onboarding emails to new relationships after account opening. Automatically send holiday hour emails, privacy policy updates, even transaction based follow-ups.

Nurture Every Relationship
Create automated schedules to send birthday and anniversary emails, advertise commercial events, or just stay top of mind during the home buying process.

Add Direct Mail to Email Outreach
Connect a postcard or letter template version of your email to any email template. Core iQ can automatically detect when you have someone's email address or not and will send the appropriate communication.
Metrics That Matter

All Your Standard Email Metrics
Track email opens, clicks, and bounces at the template level to gain a better understanding of how your communications are being received by each of your target audiences.

Track More Than Opens & Clicks
Learn which offers are converting and which offers aren't. Uncover your best email campaigns and automatically connect the people receiving your product offers with the accounts they open.

Drill Into Who is Converting
Understand the people converting on your offers with email template conversion reports. Analyze your conversions in Microsoft Excel and use that knowledge to make better offers.
Find Out Why Financial Marketers favorite Core iQ