In The News

Insellerate And Finastra Partner To Transform Customer Outreach And Engagement

Insellerate, a provider of modern CRM and marketing automation solutions for banks, lenders, and credit unions, has launched an integration with Finastra’s Mortgagebot LOS and Originate solutions. This collaboration introduces a fully integrated CRM and marketing automation solution tailored to empower community banks, lenders, and credit unions with the ability to enhance customer outreach across their entire enterprises.

Insellerate helps loan officers and account executives close more loans with its award-winning modern CRM, lead management, and engagement platform, which handles all lending channels: retail, wholesale, TPO, consumer direct, recruiting, and reverse. Insellerate’s advanced APIs allow seamless connectivity to institutions’ tech stacks, and its native mobile application enables loan officers to work on their files from anywhere at any time, resulting in higher lead conversion rates, lower origination costs, and more closed loans. In addition to delivering powerful results for lending departments, the Insellerate solution can be used across multiple departments throughout an organization, significantly lowering costs while providing a holistic view of their customers or members.

“We are excited to partner with Finastra to deliver modern CRM and marketing automation to the entire Finastra Mortgagebot customer base,” said Josh Friend, CEO of Insellerate. “Finastra has a long history of delivering innovative solutions to its customers. With this integration, we are taking customer outreach and marketing to new heights, offering an all-in-one platform that empowers users to create exceptional, personalized marketing content effortlessly.”

In addition, Insellerate’s desktop and mobile CRM with built-in telephony empowers sales teams to increase sales, while the marketing automation tool empowers marketing departments to easily create, manage, and distribute automated multi-channel marketing content from social media, compliant text and email, and direct mail fulfillment and closing gifts. Insellerate is user-friendly, built with industry best practices, and delivered through an onboarding process that makes it easy for bank lending executives and credit unions with limited IT resources to implement and manage.

Through this strategic partnership, banks, lenders, and credit unions will effortlessly maintain top-of-mind awareness with their customers and members through dynamic content and branding, resulting in increased production efficiencies and more closed business.

“We are constantly striving to add value for our customers to improve their business outcomes,” stated Mary Kay Theriault, director of product management for Mortgagebot at Finastra. “The integration with Insellerate’s CRM and marketing automation solution will provide our customers with the ability to enhance outreach and engagement with their customer bases directly from our platform.”