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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

Direct Marketing Fulfillment Services for Credit Unions and Banks

Target the right audience, with the right offer—delivered by experts in financial services marketing.

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Full-Service Direct Mail and Email Campaign Execution

SerTech’s Direct Marketing Fulfillment services make it easy for credit unions and banks to launch highly targeted, compliant marketing campaigns. Whether you’re running a prescreen campaign using FCRA-permissible data or reaching new prospects with an invitation to apply (ITA) offer, our turnkey platform handles every step—from data to delivery.

We specialize in both direct mail and email marketing campaigns that convert. Our services combine financial data intelligence with prove marketing execution to help you increase loan volume, grow deposits, and stay top-of-mind with members.

FCRA-Based Prescreen Marketing

Reach qualified members with pre-approved offers for auto loans, credit cards, personal loans, or mortgages—backed by compliant credit data and precision targeting.

Non-FCRA Invitation to Apply (ITA) Campaigns

Expand your audience with ITA campaigns using non-credit data, in-market intent signals, and geo-targeting strategies to reach prospects who may not yet be members.

Print Production & Regulatory Mail Fulfillment

SerTech is more than just a prescreen marketing partner—we also offer full-service print and mailing solutions or important credit union communications, including:

  • Deposit Campaigns: Promote new savings, checking, and certificate account options with custom-designed print materials.
  • Annual Privacy Notices: Ensure compliance with federally required privacy notice distribution, with on-time print and mail delivery.
  • Notices & Disclosures: From regulatory updates to important member disclosures, we manage production, printing, and mailing seamlessly.

Why SerTech for Direct Marketing Fulfillment?

✔️ Decades of experience serving credit unions and financial institutions

✔️ Turnkey campaign management, from data processing to creative and delivery

✔️ Print + digital strategy to ensure maximum member engagement

✔️ Fast turnaround and cost-efficient production

✔️ Personalized support and regulatory understanding

Quotation Mark

I don't have the staff to manage an in-house program. SerTech makes it possible.

, Cascade Federal Credit Union

Ready to Launch Your Next Campaign?

Let SerTech handle the logistics while you focus on results. Whether you’re mailing a privacy notice or launching a multi-channel prescreen offer, we deliver speed, precision, and peace of mind.

Talk to a Campaign Specialist