01
Discovery & Mapping
Existing CRM objects, workflows and integrations are audited, and fields mapped to the PrimeSoft data model in a single working session.
At a Glance
What the switch is worth
Four figures that describe the move off Salesforce or HubSpot. What it stops costing, what it saves, and how long it takes.
Zero
Per-seat license fees
60%
Lower campaign operating cost
3x
Faster campaign launch
Weeks
To cut over from Salesforce or HubSpot
What the AI Marketing & CRM Platform Delivers
One AI-native engine, built for regulated banking
One platform answering to the four people inside the bank who touch a campaign, and to the customer who receives it.
01
For the marketing head
One flat platform fee covers the whole team, so adding marketers or relationship managers does not change the bill.
02
For the campaign manager
Customers eligible for a loan, card etc. are identified from core banking data and the journey launches on its own.
03
For the compliance officer
Consent status, DND filtering and data residency are applied to each send, and the audit trail is written in real-time.
04
For the CRM owner
The platform arrives already integrated with your core banking system, WhatsApp and the rest of the bank stack.
05
For the customer
Balances offers to one message, one offer and one channel mix per person, instead of a broadcast to a demographic.
Core Capabilities
Built for banks, not retrofitted for them
The six capabilities of this platform were designed against core banking data and regulated-market rules from the start.
Core Banking as the Signal
Segment-of-One AI
Omnichannel Orchestration
Compliance by Design
CRM Without Per-Seat Fees
Straight-Through Migration
The Commercial Case
Where the money moves
Four cost lines change when the platform goes in.
License fees
One flat platform fee covers all seats, so headcount growth stops appearing on the software bill.
Integration build cost
Core banking connectivity occurs natively in the platform, and no additional builds are required.
Campaign turnaround
A campaign that occupied a marketing team for a week is assembled in hours, with compliance already applied.
Cutover risk
Content and consent records migrate automatically and run in parallel with the legacy platform until the two agree.
How It Works
From core-banking data to a compliant customer journey
Five stages run end to end, from the raw core banking record to the message that reaches the customer.
01
CBS & CRM Data
02
AI Scoring Engine
03
Segment-of-One
04
Omnichannel Delivery
05
Compliance Layer
Migration Path
Switch from Salesforce or HubSpot on a parallel run
Each stage is validated against the system you are leaving before any traffic moves.
02
Data Migration
Contacts, deals, campaign history and consent records migrate automatically, validated end to end before anything is cut over.
03
Workflow & API Cutover
Journeys are rebuilt natively and connected to core banking, WhatsApp, SMS and SSO, then run in parallel against the legacy system to confirm parity.
04
Go-Live & Hypercare
Traffic moves to PrimeSoft under close delivery and compliance monitoring, legacy licenses are retired, and support stays in place through the transition.
05
Continuous Optimization
Campaign performance feeds back into the scoring engine, so each cycle sharpens segmentation accuracy and conversion.
Why PrimeSoft AI Marketing & CRM
Purpose-built for bank marketing, compliance and CRM teams
Three things a generic marketing platform cannot offer a regulated bank.
— Built on three principles
Built on Bank Data
Core banking integration, regulated-market rules and DND enforcement are part of the platform.
Flat, Not Per-Seat
One platform fee at any team size.
Parallel Before Cutover
The CRM moves across from Salesforce or HubSpot in weeks, running alongside the old system.
Get Started
Start with one part of the journey, before migrating
A pilot could be one live journey running in parallel on both platforms, with nothing switched off.