A CRM and marketing-automation platform that pulls core data to orchestrate email, SMS, phone, and direct-mail campaigns for community banks and credit unions.
Founded: ~2014
Headquarters: Tulsa, OK, USA
Ownership: Acquired by Main Street Inc. (2020)
Funding / valuation: Acquired
Serves: Both — Community tier
Notable customers: Community banks
Core integrations: Multiple core platforms
Capabilities: Connect by Main Street; Core iQ; Custom Print Solutions; AI Check Fraud Detection; Strategic Account Management; Automated Marketing Software
Compliance watch-outs
Fast multichannel distribution (direct mail, email, SMS) pairs naturally with streamlined ESIGN, TCPA, Reg E, and equal-housing review.
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