We’ll do the work for you. And do it right.

You’re busy, we get it. We also get how important it is to connect with your customers. That’s why we offer automation services that make it easy to deliver the right message to the right customer at the right time.

Data Automation

Keeping your systems and your customers connected.

Email is only as good as the data behind it. Click’s in-house engineers can build easy-to-implement data feeds that enable integration with any core system or data source – from MCIF to online applications to other systems. Feeds can be scheduled for real-time, hourly batch, or daily through monthly schedules, and are processed through customized business rules to ensure accuracy and consistency. Data Automation is the foundation for onboarding and smart drip campaigns, surveys, matrix cross-sell, and (yes!), Marketing Automation.

Marketing Automation

Messaging so easy you can do it in your sleep.

We’ve been delivering automated messaging long before it became cool. Most marketing automation platforms are designed around web visitors (inbound marketing). While that’s an important part of your marketing toolbox, adding another vendor and data silo to your marketing stack comes with additional costs and hassle. With ClickRSVP, your marketing automation plan runs from the same powerful platform as your email program. You get most everything you need including enhanced delivery, perfect timing, branching, sequencing, recipient caps, and block-out dates. Plus, you can use dynamic content to simplify and personalize. We can help you –

  • Convert web visitors into permission-based prospects
  • Drive traffic to online application forms
  • Connect businesses with your business bankers
  • Cross-sell the right service at the right time

Data Automation vs.
Message Automation:
What’s the difference?

Our Automation solution combines two critical functions. Data Automation enables smooth and in-time transfer of data from and to your institution. This eliminates the need for repetitive, manual file uploads and speeds up processes. Once a data record is received, it is placed in our Message Automation process, which delivers the correct message/sequence and responds to customer actions (views, clicks, page visits) for tracking and action by your sales team.

Targeted Automation

More one-on-one time with your customers.

Email has been proven to deliver the best ROI for targeted marketing. Using segmentation by product, demographics, account activity, as well as email response profiles, ClickRSVP can help you create winning campaigns that deliver results. From highly personalized offers to dynamic landing pages and real-time opportunity alerts, our targeted marketing programs can be launched quickly to support growth programs that generate high ROI.