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Banking & Financial Banking & Financial

One Marketing Platform, Compliant Growth Delivered

Transform your financial institution's marketing into a deposit and loan engine with our flexible, compliant platform. Choose exactly the modules you need to expand relationships, attract new accounts, and drive measurable growth—all while maintaining perfect regulatory alignment and data security.

Strategic partners that amplify your reach

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Trusted by thousands of brands and retailers

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stihl-white kubota-white mercury-marine-white hustlerlogo_white First-State-Community-Bank Civista-Bank vaccon-logo rclub-logo floe-logo strobel-logo finn-logo trex-logo

What We Deliver

When customer discovery, local outreach, and revenue insights align, calendars fill up and more jobs get booked.

Get Found Locally

Help customers discover nearby branches, ATMs, and advisors when and where they’re searching.

Bank Ready Compliance

Use pre-approved templates and built-in safeguards to launch campaigns quickly—without delays or legal headaches.

Track Real ROI

Connect campaigns to opened accounts, funded loans, and deposit growth — clear cost-per-account and ROAS, no guesswork.

Connect the Dots

Bring customer data together to uncover insights, personalize offers, and grow relationships that last.

Drive Deposit and Loan Growth with Intelligent Financial Marketing

Our unified marketing platform automates workflows, optimizes compliant campaigns, and delivers actionable insights—empowering financial institutions to expand customer relationships and accelerate revenue growth in today's competitive banking landscape.
  • Drive visits and accounts with nearby branches, ATMs, and specialists.
  • Launch compliant pages that convert 3× better and grow deposits.
  • Deliver lifecycle emails to boost account openings and product adoption.
  • Use email, chat, and SMS to connect instantly and nurture leads.
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Unified Marketing Intelligence for Strategic Growth

Our integrated platform centralizes data from all your marketing channels and core banking systems, creating a single source of truth that transforms scattered metrics into relationship-building decisions. Understand exactly which marketing initiatives are driving new accounts, expanding existing relationships, and generating measurable revenue growth.
  • Centralize data to see what’s driving branch visits and account growth.
  • Attribute revenue to the touchpoints that turn prospects into customers.
  • Use AI to deliver compliant messages that expand customer relationships.
  • Spot upsell opportunities and boost lifetime value with predictive insights.
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Integrated Marketing Tools

Listings Management

Keep every dealership’s hours, address, and inventory accurate across Google, Apple, and Bing.

Paid Advertising

Geo-targeted search, social, and display campaigns zero in on operators shopping for specific makes and models.

Promo Landing Pages

Geo-targeted search, social, and display campaigns zero in on operators shopping for specific makes and models.

Embeddable Locator

Keep every dealership’s hours, address, and inventory accurate across Google, Apple, and Bing.

Real-Time Reporting

Live dashboards roll up spend, traffic, and revenue for every territory.

Call Tracking

Dynamic phone numbers connect each inquiry to the exact ad and keyword that drove it.

Email Marketing

Inventory alerts, maintenance reminders, and parts promotions keep dealers connected with customers, driving repeat equipment sales.

Reviews & Reputation

Idle inquiries auto-route to the next stocked dealer after your chosen response window.

Flexible Support

Choose full-service management or self-serve tools with guidance from our RevOps strategists.

Transform Marketing Costs into Deposit Growth with One Platform

Stop settling for disconnected marketing tools and unclear results. Our unified solution delivers measurable account growth and deeper customer relationships.

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Multi-Location Ready

Handles complex models with ease.

Built for Local Wins

Not just surface-level metrics.

Fits Existing Workflows

No need to change your systems.

Built for Brands & Locals

Centralized power, local flexibility.

Awards
Trusted by thousands

The best digital marketing company in St Petersburg Florida. Wonderful humans work there!

Matt T.

Sales Manager, Kohler

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The best digital marketing company in St Petersburg Florida. Wonderful humans work there!

John Doe

Sales Manager, XYZ Corp

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Case Studies

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Sales Success for Kubota

Kubota rolled out PowerChord’s locally branded dealer sites and data-driven marketing package, transforming web traffic into first-party leads and boosting network-wide equipment sales.

24%

increase

Increase in leads

41%

increase

Increase in click-through rates

89%

increase

Decrease in cost per click (CPC)

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5x Increase in Online Checkout

Stihl simplified their online checkout with the new “Buy Online, Pick Up In Store” eCommerce initiative by reaching customers at the point that they’re directly comparing products. Giving customers an extra level of convenience and capturing that intent, leading to an increase in conversions.

164%

increase

Increase in leads

399%

increase

Increase in online revenue

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FAQs

Find answers to common questions about our services for distributors in the equipment and industrial sector.

Still have questions?

We're here to help you!

How does your platform maintain regulatory compliance?

Our system is built with financial regulatory frameworks at its core. All templates, automations, and communications adhere to current banking regulations, with automated disclosure management and audit trails. Our compliance team regularly updates all systems to reflect changing regulatory requirements.

How do you measure the impact on deposit and loan growth?

Our attribution modeling connects marketing touchpoints directly to account openings, loan applications, and relationship expansions. By integrating with your core banking system, we can show precisely which marketing initiatives are driving new accounts, increasing deposits, and expanding lending relationships.

Can we segment our communications by customer relationship value?

Absolutely. Our platform allows for sophisticated segmentation based on relationship depth, account types, balances, and potential value. This enables targeted communications that prioritize your highest-value opportunities while nurturing relationships across all customer tiers.

How quickly can we deploy new marketing campaigns?

With our pre-approved templates and compliance frameworks, most financial institutions can deploy new campaigns within days rather than weeks or months. Our platform streamlines the review process while maintaining complete compliance documentation.

Still have questions?

We're here to help you!

Discover How Local Marketing Can Help Your Business Grow!

  • Meet buyers where they search with turnkey local ads & Smart Sites.
  • Give teams phone-ready customers without extra workload.
  • Prove ROI fast with click-to-sale dashboards.

Request Your Tailored Demo

Schedule a discovery call with a real, live expert to see how we’re a fit.

Call us directly
866-797-4976