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Insellerate integrates its CRM solution with Finastra’s MortgagebotLOS

By Delisha Fernandes

October 31, 2023

  • Credit Unions
  • CRM
  • Finastra
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Insellerate, Finastra, CRM, marketing automation solutions banks, lenders, credit unions, retail, loans, mobile CRM, Fintech news, Fintech US

Insellerate, a provider of CRM and marketing automation solutions for banks, lenders, and credit unions, has integrated with Finastra’s MortgagebotLOS 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.

“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.”

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, 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.

“We are constantly striving to add value for our customers to improve their business outcomes,” said 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.”

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

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