Core iQ: All-In-One Marketing Platform for Banks and Credit Unions

Systems Core iQ Can Replace


Send personalized communications to individual account holders and build relationships. Automate your onboarding and cross-selling initiatives. Manage current and prospective relationships all in one place.


Send smart, automated, and personalized communications. Track conversions against your core data. Quickly build and send responsive emails and product offers using dynamically merged data from your core.


Pull reports using data from your core & ancillary systems. Analyze, segment, and export your data. Send instant campaigns with a click. Empower your employees to easily access your core data.

Segment Relationships
Know Every Individual
Imagine having every relationship at your fingertips. Every product, every balance, every date, every opportunity, every communication ever received. All in one easy to use system. Learn more
Data Informed Decision Making
Learn popular product combinations and understand the next best products to offer. Append additional data to all of your relationships to uncover trends and opportunities. Learn more
Super Fast List Builder
Quickly create lists of people to communicate with based on age, products, status, balances, even balance fluctuations. Add your own credit and demographic data to build hyper targeted campaigns. Learn more
Automatic Onboarding
Build onboarding schedules based on products driving new relationships. Segment your audiences further, based on things like age, balances, even your own custom data. Learn more
Send Communications
Communicate Across Channels
One system to send email, product offers, surveys, letters, account notices, postcards, and queue up phone call scripts - automatically. Cut hours off the time it takes pushing out communications on a daily basis.
All Your Creative in One Place
A central template library, with built-in compliance features, allows everyone to stay on brand with every communication. Add your colors and logo to our pre-built templates or add your own collateral.
3 Ways to Communicate
Easily kickoff campaigns to targeted groups of all sizes, even one-off messages. Also create automated schedules to send communications based on activity based trigger events. Get the right product, in front of the right person, at the right time.
Marketing & Operational
Save money by consolidating multiple marketing systems into one. Because Core iQ can handle digital and print communications, you can cut costs by sending email first and following up with print in all other cases.
Sell More
Automate Cross-Selling
Cross-selling is a lot easier when you can automate sending the next best product to all of your customers. Identify groups of people to target with specific offers, and watch your conversions go through the roof. Learn more
No-Hassle Conversion Tracking
Since Core iQ is connected to your core, we can track which customers receive a given product offer and match their conversion to your core data. This allows you to see true product conversions right inside Core iQ's marketing dashboard.
Upload Leads & Prospects
Core iQ is not limited to just your existing customers. Upload lists of noncustomers directly into Core iQ to manage as Leads or Prospects. You can send campaigns, automate communications, and manually match noncustomers to your core customer data.Learn more
Manage Opportunities
Ensure that your team is following up with opportunities, whether they're existing or prospective relationships using our FREE lightweight CRM add-on. Gain insights into your most valuable opportunities and automate drip campaigns using calls, emails, and print. Learn more
"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 W, Bank Marketer

Uses for Core iQ

Birthday Communication Schedule

Automatically wish customers a happy birthday

Wishing your account holders happy birthday can increase loyalty up to 92%. Set up one birthday schedule and Core iQ will handle the rest automatically.
Holiday Hours Schedule

Set up your holiday hours schedule for the entire year

Set it and forget it. Create a schedule in Core iQ to cover all of your holiday hour/branch closure communications and check them off your to-do list for the year.
System Conversion Schedule

Organize all your system conversion communications

Schedule all of your important conversion communications to go out in one place and avoid the risk of missing important communication deadlines and unhappy customers.
Find Out Why Financial Marketers favorite Core iQ