Decisioning
Analytics
Personalized Digital Offers (Prescreen360)
SerTech - Retention & Acquisition Solutions
Engage Existing Members. Attract New Ones. Drive Loan Growth with Targeted Prescreen Campaigns.
Growing your financial institution means more than generating leads. It's about building lasting relationships with members while continually expanding your reach. SerTech makes it easy to do both through prescreen and invitation-to-apply marketing campaigns, powered by credit data, behavior insights, and seamless digital experiences. From traditional direct mail to mobile-first platforms like Prescreen 360. Request Campaign ConsultationFuel Retention with Relevant Loan Offers
Retention Campaign Highlights:
- Identify which members qualify for additional loans—auto, personal, home, or credit cards—and proactively extend prequalified offers.
- Drive wallet share by promoting timely, relevant credit opportunities tailored to individual financial profiles.
- Recapture loans by reaching out to members who may be shopping for refinancing or other credit solutions elsewhere.
Accelerate Acquisition with Precision
Acquistion Campaign Highlights:
- New Movers & In-Market Identifiers – Target individuals who are likely to need new financial services—like auto loans, mortgages, or credit cards—based on lie events and credit behavior.
- Invitation to Apply (ITA) Campaigns – Use non-FCRA data to introduce your institution to potential members with relevant lending offers.
- Expand Membership Reach – Use Prescreen360 to extend personalized loan offers to both members and non-members via your website and digital channels.
Powered by Prescreen360
Prescreen360 turns your website into a high-performance lending channel by allowing visitors to check for prequalified loan offers in seconds.
Benefits of Prescreen360 include:
- Mobile-first experience for always-on accessibility
- Personalize loan offers based on credit criteria
- Seamless integration with your existing website
- Engage both members and prospects online
Why SerTech?
We’ve partnered with hundreds of credit unions across the country, understanding your unique challenges and member-first mission. Our solutions are built specifically to drive growth while staying aligned with your values.
From data pulls to deployment, we do the heavy lifting. You get a turnkey prescreen marketing solution—no added pressure on your team, and no tech headaches.
Our campaigns are built to drive real outcomes—higher response rates, increased loan volume, and stronger member engagement. We provide clear reporting and insights so you always know what’s working and where to optimize.
SerTech has freed me up to better serve our members. We had a 40% increase in auto loans.
Ready to Grow and Keep More Members?
Let SerTech help you build smarter campaigns that grow your base and deepen member relationships.