Set up dedicated onboarding schedules for customers who have just joined or have signed up for new products. Core iQ will automatically send out these customized communications on their scheduled dates.
No more waiting to generate reports or having to keep track of what needs to go out when. Core iQ takes all your onboarding projects, marketing campaigns, and marketing collateral and allows you to automate them all in one place.
Stay In Touch
Make sending birthday cards, account anniversaries, and cross-selling opportunities easier by knowing everything about each account holder. This allows for a personal touch which builds deeper relationships. Email, Direct Mail, SMS Text, and Phone Calls are all built right in.
Build, review, and approve marketing collateral all in one system. You have the power to double check every piece before it’s queued up to go out automatically every day. Give your compliance team complete control over active and inactive marketing materials.