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Our Technology
Decisioning

Our pioneering decisioning technology features
Data Connectors, a powerful Decisioning Engine, and efficient Workflow Management to make sure you seize every opportunity.

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Analytics

Take the learnings of today, to enhance your decision-making tomorrow, with our advanced analytics tools, including Policy Monitoring, Custom Model Development and Monitoring, GDS Link Credit Attributes, and Open Banking Attributes, – all backed by our dedicated Advanced Analytics team to help you stay ahead of tomorrow’s lending challenges.

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Solutions We Provide

Loan Growth Solutions for Auto, Home, Credit Card, Personal & Student Loans

Drive Member Engagement and Maximize Lending ROI with Data-Driven Marketing

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Turn Data into Dollars. Smarter Lending Starts Here.

In today’s competitive market, growing your loan portfolio requires more than great rates. You need targeted, compliant, and conversion-focused marketing that connects your best offers with the right borrowers at the right time. SerTech helps financial institutions grow loans across multiple product lines using advanced credit data, FCRA-compliant targeting, and personalized delivery channels.

Boost Loan Growth Without Burdening Your Team

SerTech’s marketing automation, data management, and compliance support allow your marketing and lending teams to focus on strategy, not execution. From prequalified auto loans to cross-sell personal lending, we help credit unions and banks achieve measurable loan growth with minimal friction.

Targeted Loan Marketing That Works

Whether you’re looking to capture more auto refinance opportunities or increase credit card adoption, SerTech’s full-service prescreen and invitation-to-apply campaigns give you the tools to scale with precision.

Our loan growth campaigns cover:

  • Auto Loans / Recreational Loans – Refinance campaigns, lease buyouts, and in-market borrower targeting to recapture loans from competitors.
  • Home Loans – Target qualified borrowers for first mortgages, HELOCs, and refi opportunities with accurate credit triggers and tailored messaging.
  • Credit Cards – Boost wallet share by targeting prime, near-prime, or revolver segments with pre-qualified card offers.
  • Personal Loans – Reach borrowers looking for debt consolidation, emergency funds, or special financing matched to you risk criteria.
  • Student Loans – Market consolidation or private student loans to eligible borrowers seeking refinancing or alternative education funding.
Why Financial Institutions Choose SerTech

 

  • Precision Targeting – Reach qualified prospects using FCRA-compliant credit data and lifestyle indicators like new movers and in-market signals.
  • Omnichannel Campaigns – Execute direct mail, email, and digital offers (Prescreen 360) through a single partner.
  • Fast, Flexible Launch – Go to market quickly with turnkey campaigns, compliant creative templates, and proven workflows.
  • Lower Acquisition Costs – Only pay for the data and delivery channels you use—no large upfront investments required.
  • Real-Time Results – Track campaign engagement and conversion with intuitive reporting dashboards.

Ready to Grow Your Lending Portfolio?

Let’s talk about how SerTech can help you increase applications and conversion across your most important loan products.

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