Data-driven marketing, CRM, and compliance for community and mid-tier banks and credit unions—unifying customer data across systems for end-to-end journey analytics and campaign execution.
Founded: 1987
Headquarters: Lansing, MI, USA
Ownership: Private
Funding / valuation: Undisclosed
Serves: Both — Community to mid-tier
Notable customers: Community banks & CUs
Core integrations: Jack Henry, Fiserv, FIS
Capabilities: Marketing Data Platform (MDP); CRM; Compliance Data Platform; Conversational Analytics; Journey Orchestration; Data Detection
Compliance watch-outs
With compliance already core to the platform, AI review is a natural extension for evolving NCUA and CFPB guidance across CRA, fair lending, and UDAAP language.
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