A marketing campaign is only as strong as the connection between data, execution, and results. But at many financial institutions, those pieces don’t live in the same place. That makes even simple campaigns tricky to plan, slower to launch, and harder to measure.
Connect by Main Street™ unifies all your marketing ingredients into one easy-to-use hub. It brings email marketing, direct mail marketing, and campaign tracking into one place.
As a core-integrated platform, Connect serves as a command center for acquiring, onboarding, and cross-selling account holders. It also unlocks core data in a consistently actionable way.
Here’s how marketing campaigns for banks and credit unions come together in Connect by Main Street.
Key Takeaways
Build the Right Audience Using Core Data
Audience Segmentation Reduces Guesswork & Improves Outcomes
When you’re in a people-first business, it can be hard to give data its due. We often think of data as being cold or not entirely representative of the people we serve. But data isn’t meant to replace what we already know about our community – instead, it highlights patterns in account holder behavior that reveal opportunities.
In Connect, core data is brought in from the institution’s system and updated nightly, so audiences reflect what account holders are actually doing day to day. Marketers can segment across customers, deposits, and loans using product relationships, balances, and lifecycle timing.
Target Prospects with Relevant Product Offers
Reaching new account holders requires a different approach than marketing to an existing base. In Connect, that often means working from lead lists, imported contacts, or third-party data brought in alongside core information.
Marketers can define audiences using location, demographic indicators, account balance, recently opened or closed account, or other available data points, then group those prospects into a focused segment.
Create Structured Onboarding Campaigns
Connect uses core data to identify recent account activity and group new account holders into audiences based on timing and product type. Rather than a single message, onboarding becomes an automated series of communications that expand relationships without adding to your workload.
These campaigns often include:
Build Targeted Cross-Sell Campaigns
In Connect, cross-sell audiences are built directly from existing product relationships. Marketers can segment account holders based on what they currently have – and just as importantly, what they don’t – then group those contacts around a specific opportunity.
Segmentation may point to opportunities such as:
Execute Campaigns Across Email and Print
Coordinated Outreach Strengthens Campaign Performance
Now that you have your audience, it’s time get your campaign rolling. For many financial institutions, that means coordinating outreach across email and print – often through separate systems, timelines, or vendors.
Connect brings those efforts together. Email and print campaigns are planned and launched within the same workflow. That helps marketers align timing, messaging, and audience selection across channels. Each touchpoint reinforces the next rather than competing for attention.
Build Emails Around Real Account Holder Behavior
Email often becomes the first live touchpoint in a campaign. In Connect, marketers can pair core data with financial institution-specific templates and a true drag-and-drop builder to create outreach that reflects both the audience and the offer.
Mobile and desktop preview, proofing, and time- or event-based triggers give teams more control before anything is sent, while opt-out preferences are respected at every stage. The result is a faster email workflow that still leaves room for timing, relevance, and measurable follow-up.
Extend Campaign Reach with Direct Mail
Print gives financial institutions a second channel without introducing a second campaign process. In Connect, marketers can upload artwork, assign it to the right audience, and launch promotional postcards or letters within the same campaign structure used for email.
Orders can be placed for as few as one piece or as many as needed, with Main Street handling printing and fulfillment. That keeps direct mail connected to your overall campaign structure without adding vendor coordination.
Measure Campaign Performance and Refine Future Outreach
Clear Reporting Helps Financial Institutions Understand What Works
Once a campaign is in market, the next step is understanding what happened. Connect provides a clear view of how communications performed across email and print, so results can be evaluated without pulling data from multiple systems.
This visibility helps marketers connect campaign activity to outcomes and demonstrate the impact of their work over time.
Track Engagement Across Email and Print
Connect captures how each communication performs, from email engagement to delivery outcomes across both channels. Marketers can review open rates, clicks, and delivery statuses alongside print activity within the same campaign view.
Marketers can see how each touchpoint contributed to the overall effort. Instead of piecing together reports, teams can view campaign performance in one place.
Tie Campaign Activity to Product Adoption
Beyond engagement, Connect helps tie campaign activity to product outcomes. Marketers can see when account holders adopt a product after receiving a communication, within a defined timeframe.
This creates a clearer connection between outreach and results without relying on assumptions. Over time, this visibility helps teams refine their approach and demonstrate return on investment with greater confidence.
See How Connect by Main Street Can Support Your
Next Campaign
Marketing doesn’t succeed because of a single channel or message. It succeeds when data, execution, and results are connected. Connect by Main Street brings those pieces together in one platform, giving financial institutions a more consistent way to plan, launch, and measure their campaigns.
Learn more about the challenges facing marketers like you and how Connect makes a real difference.
