More time growing relationships.
Vertice OPTIMIZE is a growth planning and execution solution. It turns institutional growth goals into coordinated marketing campaigns, identifying who to target, what to offer, when to engage, and what content to use.
Choose the growth priorities that matter most: loan growth, deposit growth, retention, account holder growth, and more.
OPTIMIZE evaluates your account holders, products, growth opportunities, and campaign constraints to create a coordinated marketing plan.
Marketers stay in control. Review campaigns, audiences, and content before anything moves forward.
Once approved, OPTIMIZE publishes the campaign package, including target lists, content, and campaign details, directly into your execution systems (marketing automation, CRM, email, digital banking, and more).
Your growth goals shouldn’t stop at the boardroom. OPTIMIZE connects institutional strategy directly to the marketing calendar.
Optimization determines what should happen. Automation helps make it happen.
Your marketing team remains in control. Nothing moves forward until campaigns and content are approved.
Take campaign planning, audience selection, scheduling, and first draft content off your team’s plate, so they can focus on strategy, creativity, and community engagement.
Vertice OPTIMIZE gives credit unions and community banks the ability to coordinate sophisticated, goal driven marketing without adding unnecessary complexity or headcount. Do what takes most institutions months in a couple of days.