For credit unions & community banks

Turn what you know into what's next.

Put your account data to work with personalized messages and automated follow-ups in your banking app.

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Transcript

If you're a marketer at a credit union or community bank, here's something you already know. When someone opens an account, the next few weeks decide whether you become their bank, or just one of their banks. And you know what would help: a real welcome, their new card on their phone, a reason to move their paycheck.

The hard part is timing. By the time your marketing list is ready, you've missed the moment, so you play it safe and send something generic. But what if every message landed right on time: on their phone, and inside your mobile banking app? That's Pulsate. It uses the data you already have to send each new account holder the right next message.

Start with a Message. Pick who it's for, write it in your own brand, and post it to the Feed in their banking app. Then build a Journey. Add a wait, check whether they've moved their paycheck, and send each person down the right path. Each time your data refreshes, people who just joined get their welcome, and you can see how many reached every step.

Send it as a push notification, an in-app message or a post in their app's Feed, or reach them when they arrive at a place you choose, like a car dealership or your branch. And it's not just onboarding. Over their first year: a tip on fraud calls, paperless statements, a new card, a better loan rate, a new feature in your app, the next savings goal.

Build it once, and it runs for everyone it fits. So you become their bank, not just one of their banks. Pulsate. Turn what you know into what's next.

  1. Push Notification
  2. In-app message
  3. Feed Post
Message in the banking app: Your certificate matures in 30 days. Joanna, compare your options, or it renews for another 12 months. Compare my terms
Message in the banking app: Make your next term count. Compare your options before your certificate renews in 30 days. Compare my terms

Works with these digital banking platforms

  • Q2
  • Candescent
  • Banno
  • Alkami
  • Access Softek
  • Constellation

Messages

Meet people where they bank.

  • Push Notification

    Reach people, even when your banking app is closed.

    • Lock screen offers and reminders for people who've opted in
    • Links to supported screens in your banking app
    • Send on its own or as part of a Journey
  • Feed Post

    Keep a good offer within reach.

    • Posts that open to the full details, like rates and terms
    • End dates that take an offer down when it's over
    • Views and button taps counted for each post
  • In-app message

    Make more of the moment they sign in.

    • Welcome screens for new account holders
    • Expiry dates you control
    • Your images and buttons, shown over the home screen

Journeys

The follow-up you meant to send, sent for you.

Set the messages, timing and rules, using scheduled updates to your account data.

See how a Journey is built

  1. Certificate matures in 30 days

    Joanna Miller on her front step, smiling at her phone
    Joanna Miller
  2. In-app message

  3. Renewed?

    Yes

    No
  4. Push Notifications

  5. Feed Post

  6. Exit

Design partners

Built around the goals of credit unions and community banks.

  • Watch

    Sarah Martin Pulsate CEO

  • Watch

    Tom Maiellaro Associated Credit Union VP of Marketing

  • Watch

    Jacob Losh Pioneer Appalachia FCU Marketing and Business Development Officer

Our design partners

  • Associated Credit Union
  • Founders FCU
  • Infuze Credit Union
  • Pioneer Appalachia FCU
  • First Community

Customers

What teams like yours have done with Pulsate.

MAX Credit Union uses Feed Posts to ask members for feedback. Its team follows up when someone needs a hand.

All customer stories
  • MAX Credit Union

    “Make it easy for members to share their feedback.”

    Meaghan WeirDigital Experience Director

Why in-app

Bank on the app they already use.