Newport Beach, CA – October 24, 2023 – Insellerate, a leading provider of modern CRM and marketing automation solutions for banks, lenders, and credit unions, today announced an integration with Finastra’s MortgagebotLOS and Originate solutions. This collaboration introduces a fully integrated, state-of-the-art 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.”
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About Finastra
Finastra is a global provider of financial software applications and marketplaces, and launched the leading open platform for innovation, FusionFabric.cloud, in 2017. It serves institutions of all sizes, providing award-winning software solutions and services across Lending, Payments, Treasury & Capital Markets and Universal Banking (Retail, Digital and Commercial Banking) for banks to support direct banking relationships and grow through indirect channels, such as embedded finance and Banking as a Service. Its pioneering approach and commitment to open finance and collaboration is why it is trusted by over 8,000 institutions, including 45 of the world’s top 50 banks. For more information, visit finastra.com
About Insellerate
Insellerate helps banks, credit unions, and lenders engage at a high level, which results in higher lead conversion rates. Insellerate helps loan officers and account executives close more loans with our award-winning modern CRM, Lead Management, and Engagement platform, which handles all your lending channels: retail, wholesale, TPO, Consumer Direct, Recruiting, and Reverse. Our advanced APIs allow seamless connectivity to your tech stack, and our 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. For more information, visit www.insellerate.com. Or Contact us at 855-973-1646.
Insellerate Media Contact
Michael Hammond JD, CMT
NexLevel Advisors LLC
Media Contact for Insellerate
734-775-4879
[email protected]
Finastra Media Contact
James McKenna,
Senior PR Manager, Americas
845-546-2745
[email protected]
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