One platform to automate
banking workflows & CRM
with no code.
Plus, easily integrate with your core and apply
AI predictive models within the platform!
- Integrate with core systems
- Email marketing software
- AI/ML predictive models
- Unlimited member journeys
- Behavior-Driven Marketing
Business Process Automation
- Automate any business process
- Increase productivity & efficiency
- Operations & lending automation
- Eradicate human error
- Improved process monitoring
- Powerful & intelligent analytics
- Member 360° view
- Front line sales CRM
- Core integration
- Centralized data hub
Credit Union & Financial Institution Automation Use Cases
- EMAIL CAMPAIGN MANAGEMENT
Create highly personalized email messages and journeys, use A/B testing to choose the most effective emails and launch complex yet customized bulk email campaigns in a few clicks.
- ONBOARDING & RETENTION
Onboarding is the catalyst that sets the tone and creates a foundation for marketing success. Easily build onboarding and reboarding journeys with unlimited touchpoints.
- JOURNEY BUILDER
Build and manage journeys of any size and complexity with ease. Use the flexible no-code platform to easily customize business logic, variable data, and segmentation.
- AI & PREDICTIVE ANALYTICS
Streamline engagement and customize journeys using the built-in AI/ML models for next best offer, behavior prediction, and more.
- LEAD REFERRAL MANAGEMENT
From generating and nurturing front line referrals to the successful closure of loans. Efficiently manage sales processes of any complexity.
- PREDICTIVE PRODUCT RECOMMENDATIONS
CRM data scientists will swiftly identify behaviors and likelihood to act. With this intelligent AI tool, users get the most comprehensive member segments & prediction with the click of a button.
- DASHBOARD REPORTING
Keep track of day-to-day operations and overall business performance. Analyze employee productivity and referrals based on their tasks, emails and phone calls. All dashboards are easily customizable and track KPI’s that are important to your organization.
- 360° MEMBER VIEW
Create a single source of truth database and build a 360-degree view of your members. FortiFi™ CRM to keep record of contact data, with the ability to track household relationships, see a list of activities, transactions, and even their website visit history with you.
- ACCOUNT OPENING
Automate processes related to account opening, streamline ID verification
routines, speed up approvals, and digitize document management to eliminate errors and maximize member satisfaction.
- AUTOMATED INTEGRATIONS
Easily manage documents, and processes from various systems like your core or LOS and more. Turn manual tasks in to automated tasks with minimal effort.
- STREAMLINED OPERATIONS
Automate any internal processes – from document approval to collaboration on complex projects involving multiple teams. Utilize a complete set of tools to effectively manage all your business processes.
- LENDING PROCESS AUTOMATION
Utilize member 360 data and automated loan verification workflows to provide a personalized lending experience for each member, quickly collect approvals, and enforce any unique loan processing policies as part of your company’s procedures.
Not sure where to start?
Talk to an automation expert to learn how you can streamline processes and
automate any business process you can think of in a matter of hours.