Core IQ is a marketing platform for banks and credit unions. You can meet any person in the relationship section. Also, quickly create a list of people to interact with based on age, products, balance, and even balance swings and use this section to create highly targeted campaigns. The communication tool allows you to communicate through channels. In Core IQ, a central template library with built-in customization features helps you collect all your work in one place. On this platform, you can track the conversion without any problem. The features of this program include unlimited users, unlimited templates, nightly updates, a full training video system, and over 300 articles sharing best practices. Currently, Core IQ consists of three prices, which include a one-time implementation fee, a monthly software license fee, and finally, just the communication fee you send through the system. The monthly fee for this program includes: adding users at any time at no additional cost, using template relocation or importing your own templates, using the latest core data for reporting and emailing, and direct email communications and surveys, technical support, and same - day response relationships, transaction based incentives, channel automation (send print email or survey - schedule outgoing calls - send first emails), conversion and growth (sales relationship ratio - increase products per customer - drive marketing - drive marketing - communication and product offering by employees is dynamic).