AI-assisted Marketing · Credit Unions
coreIQ
Marketing automation that suggests the next move.
coreIQ helps credit unions turn member data into timely, personal marketing: campaigns, offers, and automated journeys that bring in new accounts and loans.
The home dashboard opens with concierge recommendations and an Ask AI entry point, so a marketer starts from a suggested next step instead of a blank canvas. Around it I designed the visual journey builder, email editor, campaign template library, and user management.
Original design files
coreIQ · Marketing platform
From competitive research and flow mapping to the shipped screens: dashboard, journey builder, email editor, templates, and user management.
