How Do You Integrate with Existing Martech Stacks?
Integrate banking, data, and A.I. capabilities with your existing martech stack without replatforming, losing visibility, or breaking compliance workflows.
We integrate with existing martech stacks by treating your current platforms as the center of gravity, not an obstacle. That means mapping how your CRM, MAP, email, CDP, analytics, website, and digital banking platforms work today, then using APIs, events, and governed data feeds so new capabilities plug in cleanly—driving funded accounts and engagement without forcing a full replatform.
What Matters Most When Integrating with Your Martech Stack?
The Martech Integration Playbook for Banks and Credit Unions
Use this sequence to connect digital banking, data, and AI into your martech stack—without ripping out the tools your teams already rely on.
Discover → Design → Integrate → Orchestrate → Test → Launch → Optimize
- Discover your real stack: Go beyond licenses and capture how CRM, MAP, CDP, website, call center, and digital banking are actually used. Identify owned data sources, “shadow IT,” and manual exports that power key campaigns today.
- Design the integration blueprint: Define the role of each platform: where data lands first, where segments live, where journeys are orchestrated, and how results flow back into reporting and dashboards.
- Integrate data and events: Use APIs, secure file transfers, and streaming events from core and digital banking into CRM, MAP, and analytics. Normalize keys and data models so “customer” and “account” mean the same thing everywhere.
- Orchestrate cross-channel journeys: Configure triggered programs—welcome, onboarding, cross-sell, and retention—so they respect channel preferences and leverage both martech and digital banking signals.
- Test end-to-end: Validate that events fire, profiles update, segments qualify, and offers render correctly across email, SMS, in-app, and AI agents. Reconcile counts against source systems and funded accounts.
- Launch and learn: Start with a narrow use case (e.g., “new checking funded” or “dormant digital users”) and use it to prove the integration, refine governance, and build confidence with compliance and risk.
- Optimize and scale: Expand to additional products and segments, tune frequencies and offers, and feed results into your planning and budget decisions so martech clearly earns its keep.
Martech Integration Readiness & Maturity Matrix
| Capability | From (Fragmented) | To (Integrated) | Owner | Primary KPI |
|---|---|---|---|---|
| Stack visibility | Tools purchased by different teams with limited documentation and overlap. | Full inventory of platforms, contracts, data flows, and business use cases. | Marketing Ops / IT | Tool utilization & overlap reduction |
| Data and identity | Multiple IDs per customer; lists moved via spreadsheets and ad-hoc exports. | Common ID strategy across core, digital banking, CRM, and martech tools. | Data / CRM | Match rate & segment accuracy |
| Journey orchestration | Competing triggers from different platforms; inconsistent experiences. | Defined “system of action” with clear rules for triggers and ownership. | Marketing Ops / CX | Journey completion & response rates |
| Compliance & consent | Opt-ins managed separately by channel; manual checks for campaigns. | Centralized consent and preference management applied across systems. | Compliance / Legal | Exception rates & audit findings |
| Measurement & attribution | Channel-level reports with little connection to balances or accounts. | Unified view from campaign to funded accounts, balances, and retention. | Analytics / Finance | Funded accounts & ROI per program |
| AI & automation readiness | AI pilots built as one-offs disconnected from the martech stack. | AI agents and models powered by governed data and shared events. | Innovation / Data | Time-to-value for new AI use cases |
Client Snapshot: From Disconnected Tools to Funded Accounts
A mid-sized bank had invested in CRM, marketing automation, and a new digital banking platform—but each team was running campaigns from its own tool. By standardizing IDs, streaming digital banking events into the martech stack, and aligning journeys around funded-account goals, the bank launched targeted cross-sell and onboarding programs that produced a measurable lift in new funded accounts and digital engagement. See how strategy and martech come together to drive deposits: How do banks increase funded accounts through marketing?
The goal of integration isn’t “everything talks to everything.” It’s the right data, in the right systems, for the right use cases—so your martech stack actually moves funded accounts, deposits, and relationships.
Frequently Asked Questions About Integrating with Existing Martech Stacks
Make Your Martech Stack Work Harder for Growth
Connect digital banking, data, and AI to your existing martech stack so every campaign is closer to a funded account, not just an impression.
See how banks increase funded accounts through marketing Explore FI AI agents that plug into your stack