Solutions / Products
Save time and reduce costs with an AI-powered customer relationship and engagement platform built specifically for financial institutions and mortgage lenders. Insellerate connects products, channels, teams, conversations, applications, accounts, and opportunities through one continuously updated customer record—so your institution can operate more efficiently, eliminate disconnected workflows, and act on what comes next.
Support mortgage, auto, personal, consumer, commercial, and other financial products across retail, consumer-direct, wholesale, branch, broker, dealer, contact center, and digital channels.
Manage more than contacts. Build a complete view of every customer, household, product, account, application, conversation, interaction, and opportunity—so sales, marketing, service, and operations work from the same customer context across every business line and channel.
Turn more demand into measurable growth with intelligent lead distribution, AI-powered prioritization, automated workflows, and complete performance visibility. Route every opportunity to the right team member and keep high-potential relationships moving.
Create relevant, personalized experiences across the entire customer lifecycle. Bring email, SMS, calling, direct mail, social media, tasks, alerts, and automated journeys together to engage consistently before, during, and after every transaction.
Stop managing customers as disconnected transactions. Connect every customer, household, product, account, application, conversation, and opportunity in one continuously updated profile that gives every team the same complete view and powers Aithena's next-best actions.
Strengthen relationships with real estate agents, builders, dealers, brokers, and other referral or distribution partners. Give partners useful, co-branded tools while capturing, routing, nurturing, and measuring partner-generated opportunities.
Enterprise B2B Management
Built for the complexity of modern financial institutions, Insellerate connects products, business lines, brands, branches, teams, partner networks, and channels through one intelligent platform.
At the center is the Golden Record™, which gives every team a complete view of each customer across products, accounts, applications, conversations, interactions, and opportunities. Instead of managing disconnected transactions, your institution can see the full relationship, coordinate activity across channels, and uncover new opportunities for growth.
Aithena AI turns that connected customer context into action—helping teams prioritize opportunities, recommend next-best steps, automate follow-up, identify cross-sell and retention signals, and improve employee performance.
Give enterprise leaders a unified view of customers, products, teams, campaigns, performance, and opportunities across the institution. Use Golden Record™ data and Aithena AI to identify trends, improve decision-making, and coordinate strategy across business lines and channels.
Track branch performance while giving local teams access to the same complete customer context as the rest of the institution. Aithena helps branch leaders identify priority opportunities, improve follow-up, monitor engagement, and guide employees toward the actions most likely to drive results.
Give employees one place to see the customer's full relationship across products and channels. Prioritized opportunities, guided workflows, AI-powered recommendations, coaching insights, and automated follow-up help frontline teams save time and focus on the relationships that need attention now.
Track applications, opportunities, status, communications, and follow-up from initial interest through completion. Because every application is connected to the Golden Record™, teams can see the broader customer relationship, avoid duplicate outreach, coordinate across departments, and use Aithena to identify the next-best action.
Enterprise Marketing Capabilities
Plan, launch, personalize, and measure campaigns across products, brands, branches, business lines, and channels. Insellerate helps centralized marketing teams maintain brand control while enabling local teams to engage customers with relevant, approved content.
CRM
Manage more than contacts. Build a complete view of every customer, household, product, account, application, conversation, interaction, and opportunity.
Insellerate helps sales, marketing, service, and operations work from the same customer context across every business line and channel.
One Platform for the Complete Customer Relationship
- Lead Management
Drive Sales Performance With Intelligent Lead Distribution
Help every team work the right opportunity at the right time. Insellerate combines rules-based routing, AI-powered lead scoring, workflow automation, partner relationship management, and real-time analytics to improve speed-to-lead, productivity, and conversion.
Powerful CRM Features That Drive Results
Everything your institution needs to capture, distribute, prioritize, nurture, and convert opportunities across products and channels.
Route opportunities to the right employee or team based on product expertise, availability, capacity, geography, channel, partner source, and performance.
Built for wholesale/TPO, not just consumers. Manage brokers, branches, account executives, and referral partners alongside your B2C consumer-direct customers — tracking every company, branch, and individual contact, with full visibility into activity, opportunity flow, AE performance, and results.
Aithena analyzes customer and interaction context to help teams identify the opportunities most likely to convert or require immediate attention.
Connect customers with the right employee faster and give teams the context they need before the conversation begins.
Lead Management System
Create a more disciplined, measurable path from inquiry to conversion. Insellerate automates lead scoring, routing, follow-up, prioritization, and performance tracking while preserving a complete history of every customer interaction.
Build Customers for Life
Create connected, personalized experiences across every stage of the customer lifecycle.
Engagement Platform
Move faster with confidence that every important relationship receives the right next step. Insellerate helps your teams:
Acquire More Customers Through Relevant Engagement
Personalize and automate customer communications across email, SMS, voice, direct mail, social media, tasks, and alerts. Build journeys based on product interest, customer behavior, application activity, relationship history, and business priorities. Because Insellerate connects engagement to the Golden Record™, every message can reflect the full customer relationship—not just one isolated transaction.
Build automated, multi-touch sequences aligned to each stage of the customer journey.
Give every team a centralized view of customer, household, product, opportunity, and interaction history.
Coordinate email, SMS, calls, direct mail, and social activity through connected workflows and shared customer context.
Grow Your Business by Nurturing Every Opportunity—Before, During, and After the Transaction
Customers do not experience your institution as separate products, departments, or systems. They expect every interaction to reflect what your institution already knows about them.
Insellerate connects every product, channel, conversation, and opportunity, helping teams deliver relevant engagement from first inquiry through application, closing or account opening, servicing, retention, and future financial needs.
Automated journeys, tasks, alerts, meeting links, and personalized follow-up help employees stay present without adding more manual work.
Get On-Demand Access to Customer and Opportunity Data
Keep Customer Context Current and Actionable
Bring customer, household, product, application, conversation, and opportunity data into one continuously updated profile.
Give teams the information they need to act quickly and engage with confidence.
Use Aithena to surface next-best actions, retention signals, and cross-sell opportunities across every relationship.
Organize the Day for Greater Efficiency
Turn data into clear priorities. Insellerate gives employees a focused view of the customers, tasks, conversations, and opportunities that need attention now.
The Power of Timely, Relevant Content
Deliver the right message at the right time across the customer journey.
Keep Every Team Competitive and Consistent
A strong content strategy helps employees stay relevant, build trust, and move relationships forward. Insellerate’s Content Library makes approved content easy to find, personalize, deploy, and measure across products, teams, branches, and channels.
Personalized Content Touchpoints
From social media posts and email campaigns to milestone messages and market updates, Insellerate simplifies how teams stay connected. Approved content can be personalized, automated, and tied to measurable engagement activity.
The Content Library can include:
- AgentConnect
Give Your Partner Network More Value—and Turn More Partner Activity Into Opportunity
Provide the Tools Your Partners Need
Agent Connect helps financial institutions strengthen partner relationships by making co-marketing easier and lead capture more effective. Give real estate agents, builders, brokers, dealers, and other partners useful tools while gaining better visibility into activity, prospects, and results.
Web Phone
Connect calling directly to customer context. Insellerate’s browser-based phone experience lets employees make and receive calls, capture activity, and access the Golden Record™ without switching between disconnected tools.
Inbound and Outbound Handling
Manage inbound demand and outbound engagement through one connected calling and workflow environment. Intelligent routing helps every conversation reach the right person, while shared customer context makes every interaction more relevant.
- Intelligent call routing
- IVR and auto-attendant
- Queue and overflow management
- Caller identification and customer screen-pop
- Voicemail, transcription, and follow-up workflows
- Power and predictive dialing
- Blended inbound and outbound workflows
- Cadence and contact strategy management
- Scheduled callbacks
- Voicemail drop
- Automated tasks, dispositions, and next-step recommendations
Ready to Transform Your Operations?
Connect every product, channel, team, conversation, and opportunity through one AI-powered platform built for financial institutions. See how Insellerate can help your institution improve engagement, productivity, retention, cross-sell, and growth—from one Golden Record™.