Featured Resources

Chartway
Success Story
How Chartway Credit Union Funded $891K in New Loans by Reaching the Right Members
Meritrust Success Story blog
Success Story
Discover How Meritrust CU Funded 241 Auto Loans in 90 Days
Fraud Prevention Guide
Guide
Fraud Prevention Is a Relationship Strategy, and It Starts Inside Digital Banking
Leaders Success Story blog
Success Story
How One eStatement Campaign Drove $2.6K in Annual Savings for a Credit Union
CLV whitepaper
Guide
Client Lifetime Value (CLV) in Banking: Why Retention Is the New Growth Strategy
Founders FCU Success Story (1)
Success Story
How Founders FCU Generated $4M in New Money Through Mobile Engagement
Who Is Our Target?
Blog
Who Are We Trying to Help? Building Marketing Software With the Account Holder in Mind
Your mobile app is the consumerโ€™s financial command center. Transform generic push notifications into a meaningful, proactive pieces of guidance and move from being "just a bank" to being a "financial coach."
The Dos and Don's of Data-Driven Personalization
Blog
Helpful, Not Creepy: The Dos and Don'ts of Data-Driven Personalization
By adhering to these Dos and Don'ts, your credit union or community bank can move beyond basic digital communication and deliver the truly proactive, individualized service that sets you apart
2026 Banking Industry Trends
Blog
The Retention Revolution: My Predictions and Hopes for 2026 | Pulsate CEO Sarah Martin
Pulsate CEO Sarah Martin on 2026: AI that turns data into action, CAC rising, and why mobile-first retention is the smartest growth play for community FIs.
thanksgiving guest
Blog
Why Your Financial Institution Can't Just Be a "Thanksgiving Guest"
Banks and credit unions must stop acting like once-a-year guest and instead become everyday, hyper-personalized, supportive partners to their accountholders if they want to build real loyalty and retention in 2025 and beyond.
Gen Z Mobile Banking
Blog
Mobile-First, Hyper-Personalized and Locally Loyal: Three Steps to Gen Z Relevancy
To win Gen Z in digital banking โ€“ and outrun megabanks and neobanks โ€“ community financial institutions must deliver mobile-first, AI-personalized experiences that remove friction, build trust, and reduce churn.
Opportunities Engine 2.0
Blog
Turning Insights Into Impact โ€“ Faster Than Ever
Pulsateโ€™s platform now utilizes AI recommendations and auto-generated on-brand creative, along with enhanced integrationsโ€”so CFIs act faster, engage inside digital banking, and grow with far less manual lift.
Profit center
Blog
Cost Centers are Costly
Most FIs treat their mobile app like a teller line โ€” fine for transactions but fatal for growth โ€” so it must become a personalized, data-driven sales channel that turns the digital branch from cost center to profit center.
Website-Thumbnails-31-600x403
Blog
Okay, Seriously, Are My Devices Reading My Mind?
Ever feel like your phone is eavesdropping on your conversations? Like, youโ€™re casually chatting about needing new running shoes, and BAM! Suddenly, your social media feed is flooded with ads for every sneaker brand under the sun.
Website-Thumbnails-25-600x403
Blog
Do Fence Me In
True story about my own geofencing experience for you: It was several years ago, just before my wifeโ€™s birthday, and I was trying to come up with something nice to give her.

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New Guide | Prevent Fraud Where Banking Happens: A Mobile-First Strategy Delivered in Digital