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Increase in Loan Volume
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Increase in Member Satisfaction
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Boost in Pull-Through Rates

Automated Marketing and Sales for financial institutionsBy syncing directly with your loan origination system (LOS), Intuvo's marketing and sales engine combines marketing automation, data analytics, CRM, and fully branded and personalized content into one platform to simultaneously drive more loans, decrease unwanted call volume, and increase member satisfaction.

Mortgage Accelerator

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Lending Accelerator

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Mortgage Passport

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Automated Marketing and Sales for Credit UnionsBy syncing directly with your Core and Loan Origination Systems, Intuvo's marketing and sales engine combines automated marketing, data analytics, CRM, and fully-branded and pre-populated content into one platform to simultaneously increase loan volume, decrease call volume, and increase member satisfaction

Mortgage Accelerator

Built specifically for lenders, the Intuvo Mortgage Accelerator generates more loans through lead generation, data mining, streamlined communications, and higher loan officer productivity

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Lending Accelerator

The Intuvo Lending Accelerator replaces old, inflexible and underperforming systems to onboard, engage, and cross-sell direct and indirect borrowers by sending the right message to the right member at the right time

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Mortgage Passport

A consumer-facing mobile app that includes industry-leading calculators to entice new members, document capture for member satisfaction, and loan status updates to keep members engaged

The Next Generation of Marketing Automation and CRMTaking marketing automation beyond traditional CRMs and MCIF systems, Intuvo provides a team of experts that will walk you through our credit union specific features to get your team up and running. Once setup, you'll spend less than five hours per month managing the system

Automated Marketing

By syncing to your LOS, event triggers are put in place to send out over 40 campaigns unique to each member’s real-time activity

Client Relationship Management (CRM)

Enterprise-grade client relationship management that mirrors your LOS and CORE system data and keeps track of each member’s history

Fully Branded and Personalized Content

400+ ready-to-use, expertly crafted marketing pieces with your branding that are fully customizable

Data Analytics

Over 50 pre-built reports that are easy enough for loan officers but comprehensive enough for in-depth analytics to be used for targeting purposes

Dedicated Account Manager

Knowledgeable account managers are assigned to your financial institution to give you high-quality, personalized service to suit your needs

Loan Origination System (LOS) Synchronization

More than a just a simple data transfer, the PureData Sync engine can be integrated with over 90% of systems

What's New at Intuvo?Client success stories, industry related topics, and more

The Smarter Way to Eliminate Duplicate Data in Your CRM Database

Duplicates can be scary – just consider the twins from the cult classic movie “The Shining” – the twin girls tease and torment the members of the hotel just as duplicates in your CRM database can lead to some scary situations, such as sending the same person the same email multiple times. It is important to have a vendor handling the data that can accurately merge, and update, complicated and sensitive client records in the most intelligent way possible.

Connecting, Informing, and Engaging with Activity-Based Marketing

Most consumers today will only engage if the content they receive by email, push or SMS, etc. is tailored to them. Clearly, it is time we buried “spray and pray” marketing and embraced “activity-based marketing” which entails sending relevant, timely, marketing communications to a specific individual based on their personal utilization of products and services. How is this achieved? By the synchronizing core systems, consumer and mortgage loan origination systems, and third-party data.

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