FAQs

Behavioral targeting uses insights from how members interact with your website or digital channels — such as browsing rates, starting applications, or frequently checking loan options. This allows you to deliver personalized messages and offers to increase engagement and conversions.

Demographic targeting segments your audience based on factors like age, income, life stage, or occupation. By aligning your content and campaigns with these demographics, you can deliver more relevant experiences that resonate with account holders.

Geofencing creates virtual boundaries around specific locations, such as branch offices, local merchants or car dealers. When account holders enter these areas, you can deliver targeted, location-based promotions and offers, increasing local engagement and foot traffic.

Combining these data points helps you understand your account holders more deeply and create campaigns that match their needs and preferences,. The result is more effective targeting, better engagement, and higher conversion rates.

Start by gathering data from your digital channels and account holder interactions. Define audience segments based on behavior, demographics, and location. Then, implement custom or preconfigured targeted campaigns using automated workflows and

Personalized onboarding, cross-sell automation, loan promotion, account holder retention campaigns, and geofenced auto loans.

You can track key engagement metrics at a glance — CTR, engagement score, new active users, and total active users. Each metric updates dynamically, giving you a real-time pulse on account holder growth and campaign impact.

With redesigned visuals, dynamic dials, and flexible timeframes (weekly, 30-, 60-, 90-day views), Pulsate lets you identify what’s working, what’s lagging, and where to focus your next campaign, all in seconds.

Pulsate connects with leading tools like HubSpot, Salesforce, and other CRMs via API or SFTP, making it easy to synchronize insights and campaigns with your existing workflow.

No problem. You can use our secure SFTP upload tool or download opportunities individually or in bulk for import into your CRM, analytics platform, or marketing planner — ensuring zero friction.

The platform doesn’t just show data — it connects insights to outcomes. You’ll see measurable improvements in engagement rates, cross-sell success, and account holder activation while reducing manual effort.

Yes. Pulsate adheres to strict financial industry standards, ensuring all integrations, uploads, and analytics are protected under ISO 27001 certification.

Pulsate provides hands-on onboarding, data integration support, and continuous customer success guidance to help your marketing and digital teams maximize the power of Pulsate's platform.

Pulsate gives instant visibility into key KPIs like CTR, engagement score, new active users, total active users, best performing channels, and best performing campaigns. Its redesigned dashboards make it easier to see how campaigns impact member activity and

The redesigned dashboards feature enhanced visualizations — graphs and dials that compare performance over weekly, 30-, 60-, and 90-day periods — making it easier to identify patterns and act quickly.

Pulsate now offers expanded integrations, including HubSpot, Salesforce, SFTP, and APIs, making it easy to connect with your existing tools.

Yes. Even without API connections, users can download opportunities individually or in bulk for analysis or import into their CRM or marketing systems.

Push engagements are real-time, mobile notifications that reach account holders directly within their digital banking experience. For credit unions and community banks, they’re the most effective way to deliver timely, personalized messages — whether it’s a loan offer, fraud alert, or card rewards — driving 3–5x higher engagement than traditional email.

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.

Absolutely. Pulsate's platform provides suggested campaigns and segments for all digital channels, including push notifications, using real-time data such as account activity, location, and lifecycle stage. The result is hyper-relevant 1:1 messaging that feels more like a conversation than a campaign.

By identifying at-risk account holders early and re-engaging them through timely, personalized pushes — such as reminders, check-ins, or relevant offers — 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.

Push is part of a unified automation orchestration system. Pulsate coordinates push, in-app, email, and feed messages from a single platform — ensuring consistent, contextual communication across every account holder touchpoint while maximizing engagement and ROI.