Marketing Tools Directory

Browse a curated directory of popular marketing tools across analytics, email, social, SEO, ads, and AI — each profile flags the compliance considerations that apply when you use it.

  1. Access Softek — Digital Banking. The Access Digital Platform provides the industry’s most robust, comprehensive digital banking platform for your financial institution.
  2. Adobe — Marketing Automation. Adobe empowers everyone, everywhere to imagine, create, and bring any digital experience to life.
  3. Agent IQ — Customer Engagement. Agent IQ helps banks and credit unions deploy agentic AI that engages account holders, empowers staff, and turns digital interactions into measurable growth.
  4. Alkami Technology — Digital Banking. The Digital Sales & Service Platform built for Anticipatory Banking.
  5. Alloy — Digital Onboarding. Alloy is the AI-powered identity and fraud prevention platform that accelerates onboarding, stops fraud, and simplifies compliance across the customer lifecycle.
  6. Amount (FIS Amount) — Digital Onboarding. Unified, AI-powered platform for digital account opening, lending and card origination
  7. Apiture — Digital Banking. Digital solutions purpose-built for community banks and credit unions.
  8. Backbase — Digital Banking. The AI-native operating system to coordinate customers, employees, and agents - so every action across digital channels, front office, and operations runs as one.
  9. BankerMarketer — Marketing Automation. Social marketing your compliance team can trust.
  10. Bankjoy — Digital Onboarding. All-in-One Digital Banking for Community Financial Institutions
  11. Banno (Jack Henry) — Digital Banking. A comprehensive, cloud-native platform that unifies core technology with digital services into a single ecosystem that you can transition to over time.
  12. Blend — Digital Onboarding. Digital origination solutions that put ROI on repeat.
  13. Braze — SMS & Email. From cross-channel messaging and journey orchestration to AI-powered decisioning and optimization, Braze is a customer engagement platform that empowers brands to Be Absolutely Engaging.™
  14. Constant Contact — SMS & Email. Turn every message into more impact. Reach the right people at the right moment across email, social, and text.
  15. Constellation Digital Partners (CU NextGen) — Digital Banking. CU NextGen is the CUSO dedicated to bringing next-generation technology to credit unions, helping them improve the service delivered to their members.
  16. Corelation — Core Banking. KeyStone is the only dedicated credit union core solution that offers next-generation technology backed by years of industry experience and unparalleled client focus.
  17. CSI (Computer Services Inc.) — Core Banking. Modern software and open technologies that help your bank rival the competition—without sacrificing service.
  18. CUneXus — Marketing Automation. The Right Offer. The Right Consumer. Every Channel, Every Time.
  19. DeepTarget — Marketing Automation. Discover how our AI-Powered Digital Experience Platform (DXP) guarantees engagement, drives personalized cross-selling and automates growth for financial institutions.
  20. Denim Social — Growth & Content. AI-powered social media support that delivers instant, on-brand responses to protect trust, drive engagement and stop crises cold.
  21. Eltropy — Customer Engagement. Industry's First Agentic AI Platform For Community Financial Institutions
  22. Engageware — Customer Engagement. The most used AI-powered customer engagement platform for regulated industries.
  23. Figma — Marketing Automation. Figma lets you turn big ideas into real products. Brainstorm, design, and build with your team.
  24. Finastra — Core Banking. Trusted, mission-critical financial services software for lending, payments, and universal banking — engineered for reliability and security.
  25. FIS — Core Banking. Advancing the way the world pays, banks and invests.
  26. Fiserv — Core Banking. Fiserv is the largest fintech at the intersection of banking and commerce, powering sustained growth and innovation at scale for financial institutions and businesses around the world.
  27. FMG Suite — Growth & Content. The All-in-One Digital Marketing & Compliant Texting Solution for financial professionals, RIAs, and large enterprises.
  28. Glia — Customer Engagement. Glia is the #1 Banking AI Platform, helping regional and community financial institutions grow loans and deposits, scale efficiently, and deliver personalized service.
  29. Gro Solutions — Marketing Automation. Q2 Gro is an end-to-end digital sales, marketing, and onboarding platform designed to drive account growth for financial institutions across all channels of their business.
  30. Hearsay Systems (Yext) — Growth & Content. Scale compliant social selling across your field and empower teams to build trusted client relationships while staying compliant and on-brand.
  31. Heymarket — SMS & Email. Improve response times with secure texting and email from Heymarket. Centralize your channels, connect your CRM, and let AI agents handle the manual coordination.
  32. Infosys Finacle (EdgeVerve) — Core Banking. Infosys Finacle is an industry leader in digital banking solutions, partnering with emerging and established financial institutions to inspire better banking.
  33. Interface.ai — Customer Engagement. Most Capable BankGPT Platform for Credit Unions and Community Banks.
  34. Jack Henry & Associates — Core Banking. A comprehensive, cloud-native platform that seamlessly integrates core technology and digital services into a unified ecosystem – designed for a gradual transition.
  35. Kasasa — Digital Banking. Kasasa helps community financial institutions create real growth with a new approach to checking and savings - at a fraction of the cost.
  36. Kasisto — Customer Engagement. The Future of Banking Runs on KAIgentic: move beyond conversations to intelligent action, predictive engagement, and trusted compliance with Agentic AI.
  37. Larky — Marketing Automation. Larky enables financial institutions to grow deposits and prevent fraud by delivering timely, relevant push notifications that deliver 7-10x the results of traditional marketing.
  38. Lumin Digital — Digital Onboarding. Lumin Digital is the Compounding Growth Platform powering financial institutions to break away and win.
  39. Mahalo Banking — Digital Banking. Thoughtful Banking for credit unions that care about their members digital experience.
  40. Mambu — Core Banking. The world’s most ambitious financial institutions trust Mambu, the only composable, AI-ready platform.
  41. MANTL (Alkami) — Digital Onboarding. The industry’s most powerful growth engine. Drive consumer and commercial deposits and loans anywhere, anytime with one front door for account origination.
  42. Marquis — Marketing Automation. Data-driven marketing, CRM, and compliance for banks and credit unions.
  43. MeridianLink — Digital Onboarding. The digital lending platform that puts people first.
  44. MessageGears — SMS & Email. MessageGears connects directly to your data sources, so marketers can create context-rich experiences on every channel.
  45. Micronotes — Marketing Automation. Micronotes.ai delivers cloud-based digital engagement solutions to financial institutions that want to start conversations, develop relationships, and build trust with new and existing customers.
  46. Modern Treasury — BaaS & Infrastructure. Build Products That Move Money. One API for multi-rail payments, programmable accounts, real-time reporting, and built-in compliance.
  47. Monday.com — Marketing Automation. Where people and agents drive results together on one secure work platform.
  48. MX — Customer Engagement. MX helps financial institutions, fintechs, and businesses understand and do more with financial data.
  49. Narmi — Digital Onboarding. The digital banking platform built for community banks and credit unions.
  50. nCino — Digital Banking. nCino brings together AI agents, your bankers, and more than 14 years of financial industry context on one purpose-built platform.
  51. NYMBUS — Digital Banking. We provide a fresh perspective on growth for banks and credit unions with the technology and support to make it happen.
  52. Onovative / CoreIQ (Main Street Inc.) — Marketing Automation. Connect by Main Street is a digital and direct mail marketing platform that helps banks and credit unions engage their account holders and members.
  53. Oracle Financial Services (FLEXCUBE) — Core Banking. Thrive on your technology and data competitive advantage to drive sustainable growth with Oracle’s AI-driven applications and cloud services.
  54. Personetics — Customer Engagement. The Cognitive Banking Platform: AI-Powered Customer Experience That Drives Results.
  55. Plinqit — Customer Engagement. Plinqit is a scalable, end-to-end savings product that helps financial institutions attract deposits, launch digital brands, and grow strategically in 12 weeks or less.
  56. Podium — SMS & Email. The #1 converting AI Employee for local businesses that manages the full customer journey from first inquiry to booking and beyond.
  57. Posh AI — Customer Engagement. Posh is the operational AI layer for financial institutions, delivering service that feels human and AI that works like a teammate.
  58. Pulsate — Customer Engagement. Pulsate accelerates community financial institutions' account holder product and usage growth across every digital channel.
  59. Q2 Holdings — Digital Onboarding. Q2’s digital banking solutions give you the flexibility to grow your business and grow with the account holders and communities you serve.
  60. Sandbox Banking (nCino) — Digital Onboarding. A Modern Banking Integration Solution to Build a Smarter, Stronger Business.
  61. SavvyMoney — Growth & Content. The financial wellness platform built for growth, turning credit insights into personalized pre-qualified offers and equipping financial institutions with analytics to increase engagement.
  62. Segmint (Alkami) — Customer Engagement. Data marketing solutions that turn banking data into deposits, loans, and loyalty.
  63. Seismic — Growth & Content. Seismic is the #1 AI-powered revenue enablement platform that helps teams accelerate every revenue motion with AI.
  64. Sharetec — Core Banking. Modern technology and powerful solutions built solely for credit unions.
  65. SimpleTexting (Sinch) — SMS & Email. A texting service designed to help small businesses win by reaching large groups with SMS marketing or connecting one-on-one with two-way messaging.
  66. Slack — Customer Engagement. Slack is the AI-powered platform for work bringing all of your conversations, apps, and customers together in one place.
  67. Smarsh — SMS & Email. Smarsh provides trusted AI compliance technology that secures your communications data, meets regulatory requirements, and provides the insights you need to stay ahead.
  68. Snappy Kraken — Growth & Content. Snappy Kraken is an AI-powered marketing platform built exclusively for financial advisors and firms—combining automation, content, and data-driven insights to accelerate growth.
  69. Socure — Digital Onboarding. The leading AI-driven platform for digital identity verification, fraud prevention, sanctions screening & risk decisioning.
  70. Statflo — SMS & Email. Statflo is the leading compliant business texting software that enables customer-facing teams to engage, retain, and grow their customer base through personalized conversations.
  71. Synctera — BaaS & Infrastructure. The banking platform powering financial innovation. Everything you need to build financial products and effectively manage ongoing operations.
  72. TCS BaNCS — Core Banking. TCS BaNCS facilitates transformation for practically every business process within every domain of the financial services industry.
  73. Temenos — Core Banking. Temenos Core Banking helps institutions rapidly scale, cut costs, and deliver innovative services that exceed customer expectations.
  74. Terafina (Candescent) — Digital Onboarding. Candescent powers Intelligent Banking by unifying data, channels, and real-time insight to deliver adaptive, human-centered experiences.
  75. Thought Machine — Core Banking. The foundations of modern banking: Core banking and payments technology built natively for the cloud.
  76. Total Expert — Marketing Automation. Total Expert is purpose-built to help modern financial institutions engage and guide consumers through their biggest financial milestones.
  77. Treasury Prime — BaaS & Infrastructure. Treasury Prime is revolutionizing bank technology to create new value for banks, fintech companies, businesses, and consumers.
  78. Twilio — SMS & Email. The platform for conversations in the AI era
  79. Tyfone — Digital Onboarding. Tyfone provides a flexible, AI-First digital banking platform designed to elevate the user experience for community financial institutions and their account holders.
  80. Unit — BaaS & Infrastructure. Elevate your platform with embedded finance. Launch money solutions that customers actually love.
  81. Vericast — SMS & Email. Vericast is the FI Performance Partner, helping banks and credit unions compete, grow, and unleash their full potential.
  82. Vidyard — Growth & Content. Vidyard helps revenue teams scale trust at every stage of the customer journey with AI-powered video that's personal, trackable, and embedded in your tools.
  83. Vya Systems — Growth & Content. Deliver data-driven, customizable marketing programs to the frontlines of your organization.
  84. Zeta Global — Marketing Automation. Your divine source of Superintelligent Marketing™, Athena takes you from answers to action to outcomes with certainty.
  85. Zogo — Customer Engagement. Zogo builds financial confidence while increasing loyalty, trust, and value for your organization through gamified education and real-world growth.
  86. ZSuite Tech — Digital Banking. ZSuite Tech helps financial institutions grow deposits with easy-to-use, innovative tools that make commercial banking easier.