Stronger Account Holder Relationships that Drive Growth at Every Stage
Pulsate is the only comprehensive engagement platform that helps community financial institutions grow by turning key account holder use cases into real-time, relationship-building moments. Activate turn-key campaigns, deepen engagement, and drive measurable growth from day one.
Onboard
Pulsate helps new account holders quickly get value from your digital experience by guiding them through setup and adoption, making them more likely to stick with your FI for the long haul.
Setup
- App download email
- Direct deposit
Product Adoption
- Debit card
- Bill pay
- Credit score
Activation
- Certificate of Deposit
Additional Account Types
- Checking accounts
- Savings accounts
Grow
Pulsate uses intent signals to recommend the next best product for each user and makes it easy to launch campaigns that convert interest into action โ skyrocketing growth.
Loans
- Auto loan
- Auto refinance
- HELOC offer
- Personal loan
Credit Cards
- New credit card offer
- Credit card upgrade
- Credit score
Deposits
- Certificate of Deposit
Additional Account Types
- Checking accounts
- Savings accounts
Retain
Pulsate helps CFIs prevent churn and boost loyalty by recognizing key moments, reminding users about what matters, and re-engaging those at risk.
Personalized Recognition
- Birthday
- Anniversary
Reminders
- First loan payment
- Upcoming loan payment
- Credit card activation
Renewals
- Certificate of Deposit (CD)
- Auto loan
- Debit card
FAQs
What are the most common use cases for credit unions and community banks?
Personalized onboarding, cross-sell automation, loan promotion, account holder retention campaigns, and geofenced auto loans.
How do the enhanced dashboards help me make faster decisions?
With redesigned visuals, dynamic dials, and flexible timeframes (weekly, 30-, 60-, 90-day views), Pulsate lets you identify whatโs working, whatโs lagging, and where to focus your next campaign, all in seconds.
How will Pulsate improve our marketing performance?
The platform doesnโt just show data โ it connects insights to outcomes. Youโll see measurable improvements in engagement rates, cross-sell success, and account holder activation while reducing manual effort.
Is Pulsate secure and compliant for financial institutions?
Yes. Pulsate adheres to strict financial industry standards, ensuring all integrations, uploads, and analytics are protected under ISO 27001 certification.
How can push notifications improve cross-sell and upsell performance?
Push campaigns use behavioral, transactional, and geolocation data to identify the right account holders for the right product at the right time. For example, an account holder who is at a car dealership for 10 minutes receives an auto loan offer the moment they need it -- turning everyday digital interactions into revenue opportunities.
How do push notifications help reduce account holder churn?
By identifying at-risk account holders early and re-engaging them through timely, personalized pushes โ such as reminders, check-ins, or relevant offers โ institutions can proactively rebuild relationships by directing them into the banking app. This approach has been shown to lower churn and strengthen long-term loyalty.
Stronger Relationships. Smarter Growth. Single Platform.
Whether itโs activating new account holders, expanding product adoption, or re-engaging those at risk of churn, Pulsate makes it easy to take action where it matters most.
Ready to bring your use cases to life?