Personalized, Just-in-Time Engagement

With Pulsate CEO Sarah Martin

In the early days of credit union marketing, it was all “spray and pray.” Send the same message to everybody and hope for the best. Then we took a giant step forward with target marketing, which allows credit unions to segment their members into smaller groups, and thus target them with more relevant messages. However, in 2024, consumers expect every experience to be personalized. Some might even say hyper-personalized. That’s where a company called Pulsate comes in. They’ve created an engagement platform that’s built into your credit union’s mobile app and allows your credit union to engage with individual members based on behavior, timing and location. Pulsate CEO Sarah Martin joined host John San Filippo of Finopotamus to tell the TechSolutions4CUs audience more about this very interesting platform.