Community bank marketing teams run on spreadsheets, email chains, and scattered tools. BankerMarketer replaces all of it — one purpose-built platform for sponsorship workflows, campaign management, paid ads, social media, CRA reporting, budget tracking, and enterprise-grade security.
Sponsorship requests, compliance review, approval routing, audit trail
Campaign planning, task tracking, recurring templates, budget allocation
Visual drag-and-drop calendar, CSV/PDF reports, upcoming activity
Category budgets, auto-deduction, CRA reports, spend alerts
Slack + Teams quick connect, 14 event types, custom endpoints with HMAC verification. Your data, your tools.
Google Ads & Microsoft Ads. Cross-platform campaign management, 7 KPIs, compliance approval workflow, CRA-tagged ad spend.
Sponsorship requests live in email threads, spreadsheets, and someone's inbox. Nobody knows who approved what, when, or why — until an examiner asks.
Campaign plans live in documents, tasks float across email and calendar apps, and budgets are tracked in separate spreadsheets. Nothing connects. Nothing rolls up.
Exam prep triggers weeks of stress because marketing and compliance data live in five different places. Reports that should take minutes take days — and still come out incomplete.
Lightweight tools don't pass IT review. No SAML SSO, no MFA, no audit logs, no tenant isolation. Banks need bank-grade security — not consumer SaaS bolted into compliance workflows.
Marketing decisions live in Slack, email, and spreadsheets — none of it connects to the compliance workflow. When an examiner asks for the full picture, you're manually stitching together exports that don't exist, don't align, or were deleted.
Every request moves through a defined chain — compliance review, manager approval, escalation rules. Every decision is timestamped and permanent. Nothing disappears into someone's inbox.
Plan campaigns with items, tasks, and budgets. Use recurring templates for annual events. See everything — upcoming campaigns, task assignments, progress — without leaving the app.
Tag requests with CRA categories at submission. Generate summary, detail, and year-over-year reports in seconds. Your data is organized year-round — not just when the examiner calls.
SAML 2.0, OIDC, MFA with TOTP, AES-256-GCM encryption, daily security audits, and full tenant isolation — all included. Your IT team will actually approve it.
Bell icon with badge, notification drawer, and full preferences page. Admins and managers get a live activity feed. Configure per-event email and in-app toggles — stay on top of every request without polling your inbox.
Slack and Teams with one-click setup. Custom webhook endpoints with HMAC-SHA256 verification. 14 event types. Delivery logs with automatic retry. Your compliance workflow fires alerts where your team already works.
Full org ZIP with all 8 data types, or pick individual exports — requests, budgets, audit trail, users, calendar, campaigns, approval routes, notifications. CSV or JSON. Date range filters included. Your data, your way.
Twenty fully-shipped feature groups, one platform. No integrations to maintain, no data spread across tools.
Submit requests with org name, amount, type, date, and description. Searchable org directory auto-populates EIN, address, and mission. Compliance reviews first — approve, deny, or comment. Every decision is timestamped and permanent.
Visual route builder for complex approval chains. Set amount thresholds and category-based routing rules — small requests fast-track, large requests get escalation steps. A routing dashboard shows every step in real time: pending, in review, escalated, complete. No manual forwarding — the route runs itself.
Assign Admin, Approver, Manager, and User roles simultaneously. Role-based permission enforcement across the entire UI. Reporting hierarchy with 3+ levels of depth — each manager sees only their team's data.
Every action — submission, review, approval, denial, edit — is logged as a permanent, immutable event with actor and timestamp. Pull the full history of any request in seconds. Examiners get complete documentation, not reconstructed spreadsheets.
Build out campaigns with line items, task lists, and budget allocations. Link sponsorship requests and calendar events directly to campaigns. Status workflow moves from Draft → Active → Completed → Archived with full visibility at each stage.
Save any campaign as a reusable template. Clone it next year with automatic date shifting. Pre-built starter templates included: Financial Literacy Month, Golf Tournament, Holiday Giving, and more — ready to customize on day one.
Full task CRUD inside every campaign — status (todo, in-progress, done, blocked), priority (low, medium, high, urgent), assigned team member, and due date. My Tasks view shows your open assignments across all campaigns in one sidebar.
Connect your Google Ads and Microsoft Ads accounts with encrypted credential storage. Manage campaigns across both platforms from a single interface — no switching between ad portals.
7 cross-platform KPIs — impressions, clicks, CTR, spend, conversions, cost per conversion, and ROAS — displayed in a unified dashboard with trend charts. See which platform, campaign, or ad group is performing at a glance.
Ad campaigns route through the same structured approval workflow as sponsorships. Draft → compliance review → approval → publish. Every decision is timestamped, logged in the audit trail, and examiner-ready.
Each ad campaign gets a 6-tab detail view: Overview, Ad Groups, Ads, Keywords, Extensions, and Performance History. Full lifecycle management without leaving BankerMarketer.
Tag ad campaigns with CRA categories. Ad spend rolls up into your CRA reports alongside sponsorship dollars — one comprehensive view of your community investment, including digital advertising.
Google Ads and Microsoft Ads credentials stored with AES-256-GCM encryption — the same standard protecting EINs and OAuth tokens. No plaintext credentials in the system.
Draft posts for Facebook, Instagram, and LinkedIn. Every post runs through your compliance review workflow — draft → reviewer approval → publish. Schedule posts for future publishing. All edits preserved with full version history.
One inbox aggregates comments, replies, mentions, reactions, and DMs across Facebook, Instagram, and LinkedIn. Draft responses → reviewer approval → send. Assign to team members, track SLA response times, use approved response templates.
Per-post metrics — reach, impressions, engagement, saves, clicks, reaction breakdowns. Aggregate dashboard with date range and platform filters. Track follower growth, best/worst performers, and engagement rate trends. Export PDF reports for board presentations.
Immutable archive of every post, response, and interaction — 7-year configurable retention. Deleted and edited posts preserved with full version history. Four examiner-ready compliance reports: Social Media Activity, Response Audit, Content Review, and Policy Compliance Summary. PDF with approval chain documentation.
Real-time bell icon with badge count and a notification drawer — every approval request, status change, comment, and mention surfaced instantly. Full notifications page with filters and bulk actions. Admins and managers get a live activity feed of all org activity. Per-event email and in-app toggles so your team sees only what matters to them.
One-click setup to connect BankerMarketer to your existing Slack workspace or Microsoft Teams. Approval requests, escalations, and status changes fire alerts where your team already works — no IT tickets, no custom code. Set up in under 60 seconds.
Configure custom webhook URLs with HMAC-SHA256 signature verification for every request event. 14 event types to choose from — submission, approval, denial, escalation, budget alerts, CRA reports, and more. Delivery logs show every payload with automatic retry on failure.
One-click export of your entire organization's data — all 8 data types bundled into a structured ZIP. Perfect for full backup, examiner requests, or board packages. Requests, budgets, audit trail, users, calendar, campaigns, approval routes, notifications — everything, one download.
Export specific datasets on demand — requests, budgets, audit trail, users, calendar, campaigns, approval routes, and notifications. Toggle between CSV and JSON format. Apply date range filters so you export exactly the window you need. No exports from a spreadsheet — structured, machine-readable data ready for any downstream system.
Color-coded view of campaigns, events, sponsorships, and donations. Drag-and-drop rescheduling directly on the calendar — no modal required. See your full marketing program at a glance without toggling between tools.
Upcoming and completed activity reports with 30/60/90-day filters. Export to CSV or PDF for stakeholder reviews, board presentations, or examiner packages. One click, every time.
Tag every request with CRA categories at submission. Reviewers can override classifications before approval. CRA eligibility toggle lets compliance flag or unflag any request — with full audit trail on who changed what.
Generate summary, detail, and year-over-year reports formatted for examiner review. Export instantly. No rebuilding spreadsheets, no last-minute scramble — your CRA documentation is current every day of the year.
Auto-geocode every org to its census tract. Compare tract MFI to area median using FFIEC data to classify income designation (low/moderate/middle/upper). No manual entry — geographic CRA data is always current.
Community Investment Distribution report maps spending against census tract demographics — % minority, % below poverty, median income. Equity Scorecard flags proportionality indicators for examiner attention.
Tag requests with CRA Service Test activity types: Affordable Housing, Community Services, Economic Development, and Revitalization/Stabilization. Log volunteer hours and headcount — the volunteer report aggregates by activity type, quarter, and year.
Set spending limits per category — annual and quarterly. Approved requests automatically deduct from the appropriate budget. Threshold alerts fire at 75% and 90% so you know before you're over, not after.
Real-time view of spend against every budget — by category, by quarter, by year. See where you're pacing, where you're at risk of overage, and where you have room to invest — all in one view.
Every tenant is fully isolated at the data layer. One organization's users, requests, budgets, and reports are completely invisible to every other tenant — by design, not by access control alone.
A dedicated admin portal for managing all bank tenants from one place. View accounts, users, and activity across your entire client base. Suspend or reactivate tenants, inspect role distributions, and monitor usage — without impersonating users.
Automated daily security audits across all tenants. A-through-F scorecards surface which tenants have MFA gaps, inactive user risks, or access control issues. Compliance PDF export per tenant — ready for examiners.
Design your public-facing sponsorship request form with your organization's logo, colors, and fonts. Branded forms reinforce your bank's identity — not BankerMarketer's. Each org gets its own fully customized experience.
Publish a branded request form at a shareable URL — link it from your bank's website or partner communications. Or embed a form snippet directly into your existing web pages with a single code block.
Searchable directory of every community organization you work with — EIN, address, mission, website, and type. Select an org on the request form and CRA fields auto-populate. Add new orgs without leaving the form.
Track all branch locations with address and phone. Define geographic regions for CRA geographic analysis. Attach branches to requests for location-level tracking — maps directly to your CRA assessment area.
Define your bank's official assessment area as census tract collections. Every sponsorship request is automatically flagged as inside or outside your assessment area — ready for geographic distribution reporting.
A searchable docs library at /help covering every feature. Contextual ? icon always in the toolbar. No hunting through PDFs or external knowledge bases.
Guided in-app walkthroughs for new users — step-by-step, contextual, dismissable. Re-trigger any time from the Help Center. New team members get up to speed in minutes, not weeks.
Banks face a higher security bar than most industries. BankerMarketer was built to pass it — SAML SSO, MFA, AES-256 encryption, automated security audits, and full tenant isolation are included on every paid plan, not locked behind an add-on.
Azure AD, Okta, OneLogin, PingFederate, ADFS. Per-org configuration with optional or enforced SSO. Auto-provisioning on first login.
One-click login with Google or Microsoft accounts. Works alongside SAML/OIDC for mixed identity environments.
Authenticator app support (Google Authenticator, Authy, 1Password), 10 backup codes, 30-day device trust, 15-min lockout after 5 failures.
Configurable 5–60 minute idle timeout enforced server-side. Warning modal fires 60 seconds before logout. Multi-tab aware — activity in any open tab resets the session timer. Protects sensitive CRA and compliance data from unattended access.
Sensitive data (EINs, OAuth tokens, credentials) encrypted at rest with AES-256-GCM. Not just hashed — encrypted and keyed.
Automated security audits across all tenants every 24 hours. A-F scorecards surface MFA gaps, access control issues, and inactive user risks before they become problems.
Restrict platform access to approved IP ranges. Data Loss Prevention flags sensitive content patterns. Login lockout, rate limiting, and self-service password reset included.
Every action logged as a permanent, immutable event — actor, timestamp, before/after. Exportable per tenant for examiner packages.
Content Security Policy headers enforced. File uploads validated via magic byte inspection — not just extension checking. Headers stripped of server fingerprints.
Org-scoped data isolation at the database layer. One tenant's data is completely inaccessible to any other tenant — by architecture, not just access control.
No competitor combines marketing calendar + campaign management + sponsorship approval workflows + CRA reporting + enterprise security in one product designed for small teams.
Get up and running in days. No implementation consultants, no months-long onboarding. Your team uses it the same week you sign up.
Every workflow is designed around how community bank teams actually operate — not adapted from enterprise software. Social media compliance review workflows and 7-year archival are built in. No competitor matches this.
No hidden fees, no per-user surprises, no "call for pricing." Simple tiers, flat monthly costs. Budget with confidence from day one.
CRA reports, audit trails, and compliance documentation are current every single day — not rebuilt when the exam notice arrives. When the examiner walks in, you're ready.
No hidden fees. No surprise overages. Cancel any time.
For small community banks getting started with structured compliance workflows.
For growing banks that need full workflow automation, campaign management, CRA reporting, and enterprise security.
For regional banks that need examiner-ready CRA performance reports, unlimited scale, and full multi-tenant control.
Get a 14-day free trial. No credit card required. Campaigns, approvals, CRA reporting, and calendar — set up the same week you sign up.
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