Customer Data Platform | Marketing Automation | Strategic Growth | AI Insights
Accelerate Growth & Marketing Performance
The data activation platform built on a 30-year knowledge base of financial institution marketing success. Strum Platform is tailored for leaders who want deeper insights to fuel growth.
Trusted by Leading Financial Institutions
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One platform to drive personalization and results
Strum Platform™ - CDP
Strum Platform is a customer data platform that lets leaders see and activate all of their data insights in one place.
StrumAI™ - Private GPT
StrumAI makes finding insights and opportunities as easy as having a conversation with a trusted advisor.
Strum Voice™ - Marketing Automation
Intelligent multi-channel Marketing Automation built for Credit Unions & Banks to Drive Personalization and enrich experiences.
Multi-channel personalized marketing through automated email, direct mail, SMS text.
Hyper-targeted lifestyle segments for smarter onboarding and cross-selling journeys.
Build a dynamic customer journey in minutes.
Reporting analytics & conversions.
Drive smarter personalized journeys
Machine Learning predictive triggers
Our data lakehouse allows us to build actionable predictive trigger models.
Actionable data-driven cross-selling
Enriched member data insights create highly targeted opportunities to build wallet share with relevant next best cross-selling.
AI-driven customer insights and smart queries
A private GPT trained to guide financial leaders to rich customer insights and smarter marketing actions.
Lifestyle-driven personas for personalized journeys
Rich 3rd party psychographic, financial and demographic insights, and 1st party behavioral and transactional data drive growth personas that fuel personalization.
Business intelligence and AI-dashboards
Data insights are visualized in PowerBI dashboards, with custom filtering, and our private GPT model generating AI dashboards.
Automate sales tracking, conversions and campaign ROI
Automated two-way data flow ensures daily and YTD performance dashboards of account sales, conversions and campaign ROI.
Who uses Strum Platform?
C-Suite
Leaders have dashboard visualized growth metrics into daily, weekly and year to date KPI’s, ranging from new member acquisition and churn, product sales and profitability to branch performance. Actionable data and trend intelligence to make agile strategy adjustments – and collaborate across departments.
Marketing Leaders
With full control of member data, marketers can leverage AI-driven queries and lifestyle segments to build targeted lists without IT support. This enables instant creation of audience personas and automated journeys for onboarding and cross-selling. Two-way data flow tracks campaign results, account openings, ROI, and conversions daily, saving countless staff hours.
"One of my favorite things about Strum Platform is that we're able to see what members have opened and what halo accounts they've had from that particular campaign. Consolidating our marketing systems down to Strum Platform resulted in over $200,000 in cost savings at VCCU."
Tina Estes
Vice President of Marketing & Community Development at Ventura County Credit Union
Read Our Latest Blogs
January 27, 2025
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Improving Engagement: The Power of Data and Personalization
The financial services industry is changing rapidly, and nowhere is this more evident than in the rise of fintech competitors like Chime. These digital-first platforms have captured the attention of younger generations—those in their 20s and 30s—by delivering hyper-personalized, seamless experiences.
Free Webinar: Crack the Code of Core Deposit & Client Growth
Join us for a free webinar on August 21st at 10:00 AM PST where we dive into the essentials of leveraging data insights and audience segmentation for a Data-Driven Deposit Strategy and Personalized Journey program, designed to supercharge your credit union or bank’s growth.
One Nevada Credit Union selects Strum Platform™ Marketing Analytics CDP Platform
Strum Platform is now one of the leading analytics marketing technologies in the credit union and banking industry. It helps financial leaders actionalize their data to generate new deposits and loans using machine learning and AI, through intelligent targeting and highly personalized marketing automation.
