We Made an Audience Segmentation Tool for Financial Institutions
After years of service, you know your account holders. But information from the gut and heart can’t guide a marketing strategy quite as accurately as hard data. By pulling account holder information directly from your core and centralizing it in an easy-to-use print and email platform, Connect makes targeted outreach effortless.
Create targeted lists using core account holder data, including active or inactive products and services, or apply additional criteria based on your marketing goals. With Connect, pairing the right product with the right person is a matter of a few clicks.
Gain a Clearer View of Every Contact with These Features
Audience Segmentation FAQs
Your contact data works harder when it’s connected, current, and built for how financial institutions actually operate. For more information, contact Main Street today.
Absolutely. In both the integrated and non-integrated versions of Connect, you can easily upload your own lists. Although without core integration, you may have to update those contacts manually.
Yes! Connect’s contact manager is more than smart enough to identify and merge contacts when duplicated.
Both audiences are segmented automatically in Connect’s contact manager based on indicators in your core data. Easily send targeted messages to contacts in either audience or segment those contacts further for greater accuracy.
When core integrated, Connect updates nightly with new information. New account holders should automatically appear in Connect the next day.
Connect’s contact manager can easily disable email communications to those who have opted out. Opt-out status is enforced at the contact level to prevent unintended outreach.
Build Campaigns on Organized Account Holder Data
Connect centralizes core-integrated account holder data within a single marketing platform built for financial institutions. With organized data and built-in segmentation tools, your team can plan and execute targeted outreach with clarity and control. Schedule your discovery call today.
Your needs and goals are unique. Speak with Main Street about how Connect can support your institution.
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