Marketing Automation and CRM

Build stronger member relationships with a single platform that unifies marketing and sales

Marketing Automation Redefined

Intuvo syncs directly with your core and loan origination systems, using triggers based on real-time activity to automatically deliver personalized messages to your members.

why intuvo?

Intuvo’s marketing and sales engine can double your loan closings by combining:

  • Automated marketing
  • Client Relationship Management (CRM)
  • Data analytics
  • Fully customizable, ready-to-use content

MEMBER ENGAGEMENT PLATFORM

PureData Sync

PureData Sync

All your member data, organized, cleansed and warehoused in a secure cloud

Advanced data segmentation tools

Advanced data segmentation tools

Powerful data analytics anyone can use, built to segment easily across product lines in real time

Intelligent campaign automation

Intelligent campaign automation

Expand beyond basic drip campaigns for event-based marketing to increase response rates and cross-sell

Multi-channel message communication

Multi-channel message communication

Marketing automation channel delivers your message through email, text messaging, print and more

Comprehensive reporting

Comprehensive reporting

Powerful and customizable reporting engine with over 50 pre-built reports

Enterprise sales tools

Enterprise sales tools

Organizes sales initiatives such as tracking leads, managing tasks, and monitoring affiliate relationships

White Paper

White Paper

The Keys to Credit Union Success in Mortgage

Win borrower's loyalty by offering them what they need, when they need it. Read this white paper to learn how Credit Unions can be more successful in mortgage lending.

White Paper

White Paper

Getting Started with Credit Union Marketing Automation

Deepen member relationships, increase market share, and improve overall profitability. Read more about what marketing automation can deliver for your credit union.

Case Study

Case Study

Driving More Auto Loans Through Member Engagement

Be top of mind during your members' financial life milestones. Read how Federal Partners Credit Union used Intuvo to improve its member auto loan volume by over 40%!

Case Study

Case Study

Increasing Cross Sell Through Member Engagement

Read how Intuvo helped a Top 20 community credit union increase share of wallet with its members.

CASE STUDY

CASE STUDY

Communication is Key: Using Trigger Communications to Achieve Mortgage Lending Success

Read how Star One Credit Union revitalizes the lending process, improves member satisfaction, and increases loan volume with Intuvo.

Ready to get started?

Ready to get started?