Core iQ is a CRM platform offering targeted campaigns and automated workflows, to enhance retention and revenue growth. Although integration options are somewhat limited, its templates and same-day support improve campaign efficiency. Overall, Core iQ’s focus on the financial sector makes it a strong choice for driving customer growth.
Core iQ Specifications
Contact Management
Customer Communication Tracking
Customer Segmentation
Workflow Automation
What Is Core iQ?
Core iQ, connected by Mainstreet, is a cloud-based customer relationship management (CRM) and marketing platform built specifically for banks and credit unions. It is designed to strategically improve loans, deposits, and customer retention. The platform provides a 360-degree view of each customer relationship by integrating data from core banking and related systems, ensuring data accuracy and eliminating the need for manual entry. This powerful Core iQ software helps financial institutions of all sizes develop a strong sales culture and automate internal referral processes, which tackles common issues in customer engagement and growth.
Core iQ Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Core iQ Integrations
The information about its integration capabilities is not disclosed by the vendor.
Who Is Core iQ For?
Core iQ is mainly used by financial institutions, including banks and credit unions.
Is Core iQ Right For You?
For financial institutions seeking a CRM tailored to their sector, Core iQ is the solution. Its standout behavioral segmentation and omnichannel automation make it a wise choice. It’s designed to support scale, unlimited users, and robust compliance needs. The platform has earned recognition for boosting deposit growth and campaign effectiveness. With strong security protocols and live support, Core iQ CRM provides banks and credit unions with a compelling toolset to engage clients and increase their share of wallet.
Still doubtful if Core iQ is the right fit for you? Contact us on (661) 384-7070 for futher guidance.
Core iQ Features
Main Street’s marketing solutions combine digital, print, and email outreach to simplify multichannel campaign delivery. Financial institutions can engage customers with timely and personalized content, reduce marketing silos, and eliminate the need for multiple tools or agencies.
See How It WorksThe platform automates customer communications, from onboarding to retention. It enables banks to trigger outreach based on account activity and saves staff time. It ensures customers receive the right message at the right moment without manual follow-up.
See How It WorksCore iQ features email builders, prebuilt templates, and scheduling tools, digital marketing becomes simple and scalable. Community banks can maintain a consistent brand presence and reach more tech-savvy users without requiring complex software or outside vendors.
See How It WorksPrint capabilities help institutions reach customers who prefer physical mail. Custom postcards, checks, and inserts can be tailored with bank branding, ideal for local campaigns, special promotions, or engaging older customer demographics.
See How It WorksMain Street provides built-in analytics to monitor campaign effectiveness. Institutions can track engagement, conversion metrics, and ROI, helping refine outreach efforts, make smarter decisions, and demonstrate marketing value to leadership teams.
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