Save your blood, sweat, and tears. We’ll be your guide.

With our team by your side, you’ll sail through the implementation process and launch your first campaign within a couple of months.

Kick-off call

We will introduce the team and align on your business goals, the first campaign you’d like to launch, and what comes next.

Technical implementation

We will partner with you to set up and verify your web domain, email configuration, SFTP connection, and data file.

Data sharing
Choose to import data into the platform via our API, SFTP, or CSV upload. Using these methods, we can integrate any core, online banking solution, online account opening solution, or customer relationship management platform.

Email setup
Provide your SMTP settings and a sender address, or add two DNS records that allow us to send emails on your behalf.

View technical documentation

Platform training

You’ll learn how to navigate the platform, edit and test campaigns, and set targeting and retargeting conditions.

First campaign launch

We’ll help you successfully launch your first campaign, whether it’s focused on new account onboarding, nurturing, cross-selling, or servicing.

Ongoing management

We’ll help you plan and deploy the next campaign(s) and will meet regularly to review performance and share optimization recommendations.

Our team will be your secret weapon

We do whatever it takes to help our customers achieve their business goals. Our passionate team of experts can help you implement the platform quickly and launch winning campaigns.

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Implementation Manager

They will guide you through the platform setup process and ensure that the technical aspects of the platform work properly.

Training Manager

They are experts in leveraging the full platform’s capabilities and will teach you how to create, manage, test, and launch campaigns.

Customer Success Manager

They are strategic partners who will help you leverage the platform to achieve or exceed your critical business objectives.

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Growth Strategists

They will guide you through the platform setup process and ensure that the technical aspects of the platform work properly.

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Solutions Engineers

They are platform experts who will provide deep technical assistance and help integrate your data sources so you can achieve your business goals.

Support Team

They are platform specialists who will offer day-to-day technical support and help you troubleshoot any technical issues.

The engagement platform for banks & credit unions

Ready to build deeper relationships?

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