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CRM & marketing

Knowing members and reaching them with the right offer

15 vendors · 15 products

Sort by fit with your core
CRM & marketing vendors
VendorOn your coreListing
Alkami Technology logo
Alkami TechnologyAlkami provides a cloud-based digital banking platform that enables U.S. banks and credit unions to offer retail and business onboarding, digital banking,…
SymitarUnclaimed
Array logo
ArrayArray is an embeddable fintech platform providing white-label credit monitoring, identity protection, and privacy tools for financial institutions and…
[Not confirmed]Unclaimed
Bud Financial logo
Bud FinancialBud provides an AI-powered customer intelligence platform that transforms raw transaction data into enriched insights for banks and lenders.
[Not confirmed]Unclaimed
Centrex Software logo
Centrex SoftwareCentrex Software provides a customizable white-label CRM and ERP platform tailored for the merchant cash advance and finance industry, offering loan…
[Not confirmed]Unclaimed
Creatio logo
CreatioCreatio is a global vendor of a no-code platform to automate workflows and CRM with a focus on maximum freedom for users through AI-driven automation.
[Not confirmed]Unclaimed
FinGoal logo
FinGoalFinGoal provides an AI-powered insights platform that analyzes transaction data to create user personas, enabling financial institutions to deliver…
[Not confirmed]Unclaimed
GDS Link logo
GDS LinkGDS Link is a global provider of credit risk management and AI-powered decisioning solutions, offering a platform that combines data orchestration, credit…
[Not confirmed]Unclaimed
ICE Mortgage Technology logo
ICE Mortgage TechnologyICE Mortgage Technology provides a comprehensive, cloud-based platform for the mortgage industry, covering the entire loan lifecycle from consumer…
[Not confirmed]Unclaimed
Identifee logo
IdentifeeIdentifee is an AI-powered platform designed for commercial banks and credit unions to unify CRM, business intelligence, and prospecting into a single…
[Not confirmed]Unclaimed
LendingFront logo
LendingFrontLendingFront provides a cloud-based, white-label technology platform that automates the small business lending lifecycle, including application,…
[Not confirmed]Unclaimed
Livesight logo
LivesightLivesight provides real-time, verified Secretary of State business data for lead qualification, business entity verification, and portfolio monitoring,…
[Not confirmed]Unclaimed
Newgen Software logo
Newgen SoftwareNewgen provides an AI-first unified digital transformation platform (NewgenONE) for orchestrating workflows, content, communications, and decisions at…
SymitarUnclaimed
Trust Science logo
Trust ScienceTrust Science is a fintech company that uses explainable AI and alternative data to provide credit scoring and fraud detection for the under-banked and…
[Not confirmed]Unclaimed
Warrant logo
WarrantWarrant is an AI-powered marketing compliance platform designed to automate the review and approval of creative assets for regulated industries like…
[Not confirmed]Unclaimed
Zeta logo
ZetaZeta provides a cloud-native, API-first "Omnistack" for banks and fintechs, enabling next-gen issuer processing, core banking, and digital-native card and…
[Not confirmed]Unclaimed

How these products compare

Against what a crm & marketing product is expected to do. “Not shown” means we have not seen a source either way.

CRM & marketing products compared by capability
ProductMember view and CRMMust haveMarketing automationMust haveAnalytics and reportingOften includedAlso covers
Data & Marketing SolutionsAlkami Technology[Not shown][Not shown]——
Offers EngineArray[Not shown][Not shown]——
DriveBud Financial[Not shown][Not shown]——
Centrex Finance CRMCentrex Software[Not shown][Not shown]——
Financial Services CreatioCreatio[Not shown][Not shown]—
  • Automated conversations (Vendor's site says)
Insight PlatformFinGoal[Not shown][Not shown]——
Marketing ServicesGDS Link[Not shown][Not shown]——
ICE SurefireICE Mortgage Technology[Not shown][Not shown]—
  • Right-party contact (Independent source)
WorkflowsIdentifee[Not shown][Not shown]—
  • Alert and case management (Vendor's site says)
LendingFront PlatformLendingFront[Not shown][Not shown]—
  • Credit decision (Vendor's site says)
  • Alert and case management (Vendor's site says)
Lead Qualification SpaceLivesight[Not shown][Not shown]——
LumYnNewgen Software[Not shown][Not shown]——
Customer AcquisitionTrust Science[Not shown][Not shown]—
  • Right-party contact (Vendor's site says)
Warrant ReachWarrant[Not shown][Not shown]—
  • Communications compliance (Vendor's site says)
Luminos NotificationsZeta[Not shown][Not shown]——