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.

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Trusted by Leading Financial Institutions

Northern
Greater Nevada
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SecurityPlus
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South Carolina
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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.

Strum Platform™ - CDP

StrumAI™ - Private GPT

StrumAI makes finding insights and opportunities as easy as having a conversation with a trusted advisor.

StrumAI™ - Private GPT

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.

Strum Voice™ - Marketing Automation
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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.

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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.

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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.

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Sales Leaders

Leaders can track daily and YTD sales activities across consumer and business deposit and loan product lines and market regions to more effectively manage teams and reach KPI’s.

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Strategy & CX

Strum Platform gives Strategy & CX leaders unlimited ability to analyze detailed product usage trends, performance, and product profitability to improve product strategies and simplify digital experiences.

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Branches

Branch leaders can track daily branch performance of new, lost and net members, product cross-selling and new deposit and loan activity. By comparing branch to branch growth metrics and employee performance leaders can adapt sales and staffing models.

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Casey Bacon on Strum Platform
CEO of Statewide Credit Union

"As interest rates spiked and the war on deposits ramped up, implementing this targeted strategy allowed us to generate over $12 million in core deposits and increased our millennial target segments in a very short amount of time.”

Casey Bacon on Strum Platform
CEO of Statewide Credit Union

"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

Tina Estes
Vice President of Marketing & Community Development at Ventura County Credit Union

Read Our Latest Blogs

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October 23, 2024

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1 minute

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.

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October 2, 2024

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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.

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September 26, 2024

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2 minutes

Strum Platform™ Joins the Jack Henry™ Vendor Integration Program

Strum Platform, an Azure™ cloud-based financial marketing analytics technology, today announced that it has joined the Jack Henry™ Vendor Integration Program (VIP).

Want to learn more?

"My 15 years of leading financial institutions gave me a deep understanding of what data teams need to be successful. I believe Strum Platform is the future."
- Laurie Flanders, VP of Client Solutions at Strum Platform