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Build stronger relationships with customers with a single platform that unifies marketing and sales for effective cross selling, higher close rates and happier borrowers.
By syncing to your LOS, event triggers are put in place to send out over 40 campaigns unique to each borrower’s real-time activity
Enterprise-grade client relationship management that mirrors your LOS and CORE system data and keeps track of each borrower’s history
400+ ready-to-use, expertly-crafted marketing pieces with your branding that are fully customizable
Over 50 pre-built reports that are easy enough for loan officers but comprehensive enough for in-depth analytics to be used for targeting purposes
Knowledgeable account managers are assigned to your financial institution to give you high-quality, personalized service to suit your needs
More than a just a simple data transfer, the PureData Sync engine can be integrated with over 90% of systems
Inc. Magazine ranked Intuvo in the top twenty-four percent of companies on its 36th annual Inc. 5000 List. The list is the most prestigious ranking of the nation’s fastest-growing private companies, and represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small and midsized businesses.
Star One Credit Union has a strong reputation, providing some of the best benefits in the country to its members, and yet realized that there was an opportunity to enhance its outstanding service, specifically in its mortgage lending business. They wanted to boost communication to current members and potential prospects to eliminate communication breaking down.
“With the significant improvement we saw in net promoter scores for mortgage processing, we wanted to leverage the Intuvo system beyond mortgage lending and implement a new member onboarding trigger program to deepen member relationships,” notes Jerry Schmitt, senior vice president marketing at Bethpage.
