All-In-One
Communication Platform
for Banks and Credit Unions

Simply Connected

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.

Built-In Compliance

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.

Automate Email, Postcards, Letters, SMS Text, and Phone Calls

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Customize reports or define a target audience and send them a specific message. For example, if you have a new auto loan rate, why not send an email or postcard to individuals who bank with you but don’t have a car loan with you? Core iQ is intelligent. It allows you to know who has what offer, prioritize cross-sell offers based on that information, create an automated schedule to interact with individuals, and check collateral before it’s sent out. It also tracks and records data in easy to read charts allowing you to see trends.

"Creating a targeted print cross-sell campaign used to take 2 weeks to get the data, create the design, and coordinate with our print provider. Now that we have Core iQ, it only takes 5 minutes!"

-Kelly White, F&M Bank

Know Which Communications Drive Product Adoption

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Understanding clicks and open rates is useful, but what if you could know which communications actually drive product adoption across all channels? We call it Conversion Metrics. When you send a product offer to a defined group of people, the system will keep track of conversions based on a set timeline you create. This lets you know how well an offer is doing. Core iQ will even record the recipients address and mark it on a map, along with your company’s corresponding branch locations. This allows you to see which areas around your branches are getting the most conversions from that specific offer. If the offer was sent via email, the system tracks successful deliveries, unique open rates, and unique clicks.

How Customers Use Core iQ

Daily Customer Onboarding
Strengthen Relationships with New Account Holders

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.

Automated & Targeted Cross-Selling
Increase Products Per Household & Share of Wallet

Core iQ customers can create dedicated, and automated, cross-selling schedules based on the product mix of each account holder. Core iQ can intelligently cross-sell to individuals who have yet to sign up for your most important products.

Operational Communications
Privacy Notices, System Changes, and More

Core iQ takes the leg work out of sending required communications to account holders. Whether it is print, email, calls or SMS text messages, Core iQ can help you focus on growth and save time on the communications you already send.

Say Goodbye to Stuffing Envelopes

Design letters and postcards in Core iQ and let the system handle the rest for you. Core IQ automatically sends your compliance approved letters and postcards to our print provider, where they are then mailed directly to your customers. Make sending print mail as easy as sending email, with Core IQ.

Systems Core iQ Can Replace

CRM Software

Send personalized communications to individual customers and build relationships. Automate your onboarding and cross-selling initiatives. Manage current and perspective customer relationships all in one place.

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MCIF Software

Pull instant reports using data from your core & ancillary systems. Visualize and export your data. Send instant campaigns with a click. Communicate directly to your desired target audience.

find out how

Email Software

Send smart, automated, and personalized communications. Track conversion results in realtime. Only pay for the communications you actually send.

find out how

Designed for Compliance and Technology Approval

Core iQ lives behind your bank or credit union’s firewall. The only information that ever leaves the firewall is information such as first name, last name, and mailing address so mailing pieces can reach their intended recipient. Core iQ retrieves information from the bank or credit union’s core processing system. With that information, customized reports can be generated in a matter of seconds (and in near real-time, too). No more waiting days or weeks for data. You can also separate your information into specific audiences, which comes in handy when sending marketing collateral.
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Are You Ready to Find Out Why So Many
Financial Marketers Core iQ?

Some of Our Customers:

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