BUILT FOR FINANCIAL INSTITUTIONS
Access Your Core Data with an Integrated Marketing Platform That Does More
Meet Connect by Main Street™ A Marketing Hub Built for Industry Challenges
Marketing for financial services can come with real constraints and competing priorities. Do these challenges look familiar?
Limited Time and Resources
Generic Marketing Tools
Marketing often competes with other responsibilities, leaving little time to plan, execute, or measure campaigns.
One-size-fits-all platforms rarely align with financial products, audiences, or regulatory realities.
Inaccessible Data
Too Many Vendors
Accessing account holder data often requires slow, manual requests that stall timely marketing efforts.
Managing separate vendors for print, marketing tools, and outside services adds complexity and slows execution.
How Connect Helps You Move Forward Connect simplifies data, print marketing, and digital marketing into one marketing hub. Unified email, postcards, & letters in one place Direct access to core account holder data Simple tools to launch, manage, and measure campaigns
Marketing That’s Easier to Launch and Easier to Measure Connect replaces fragmented tools with one platform. Campaigns are easier to manage, and results are easier to understand.
Reach the Right People, Every Time Use account holder data to create targeted audiences and send relevant messages across print and digital channels.
Execute Campaigns Without Extra Vendors Launch emails and direct mail from a single marketing hub while Main Street handles production, delivery, and logistics.
Understand What’s Working & Why Track engagement and product conversions to make informed marketing decisions backed by real results.
Connect Grows with You Through Optional Enhancements As your needs evolve, your platform should too. Use our optional enhancements to gather actionable account holder feedback or to understand your community and its needs in the greatest detail.
Easily Create & Send Custom or Prebuilt Surveys Collect feedback, measure responses, and use what you learn to enhance the account holder experience. Customer Satisfaction Onboarding Experience Net Promoter Score
Turn Demographic Insights into Smarter Targeting Claritas P$YCLE® Premier uses detailed demographic insights to segment audiences based on behavior, preferences, and life stage. 09 - Booming Nests
Mature Years
2.02% US HHs
M3 – Upscale Empty Nests
About Me Couples who are facing empty nests, with their kids having moved out of their suburban homes Mostly aged 65 and older, they are either celebrating at their retirement parties, or they are nearing that milestone in life Planning and saving for retirement is top of mind Rank high for having impressive IRA balances and stock portfolios and invest in mutual funds while building up their annuity balance Depend on financial advisors
Financial & Lifestyle Has regular IRA Used a financial planner in last 12 months Has traditional pension plan Used a stockbroker in last 12 months Contributes to military/veterans' organizations
Household Demographics Household Age
Median Household Income
$115,487
18-24 25-34 35-44 45-54 55-64 65-74 75+
32%
Income Producing Assets
68%
< $50K $50K - $99K
C
♥
74% Married
94% Homeowners
2% With Kids
Education Level
Employment
Residential Area
Graduate Plus
Mostly Retired
Rural
$100K - $499K $500K - $999K $1 Million+
Tech Usage Lowest
Below Avg
Average
Above Avg
Highest
Sources: Claritas Household Demographics 2025, Claritas Consumer Profiles 2025, Claritas Premium Profiles (MRI Simmons) 2025, Claritas Premium Profiles 2025, Nielsen Television Behavior Profiles 2024.
POWERED BY
Product Opportunity Insights Financial Lifestyle Profiles Life-Stage Segmentation
Manage Everyday Marketing in One Place Connect brings your data, audiences, and outreach together to keep marketing organized.
Onboard New Account Holders
Share News & Updates
Automate Cross-Sell Promotions
Create Targeted Product Offers
Automatically send welcome emails that introduce services and next steps.
Send relevant product messages triggered by account holder activity.
Communicate announcements, product changes, and seasonal messages.
Build target audiences using core data and promote the right products.
Seamless Access to Core Data
We have over a decade of experience integrating dozens of core systems across community financial inst
Core Integration We have over a decade of experience integrating dozens of core system across community financial institutions.
Map Account Holder Data Connect can pull 100+ data points from your core to support onboarding, promotions, and targeting.
Bring Your Marketing Together in One Platform
Connect is an all-in-one marketing hub designed for how financial institutions actually work.
titutions.
Create Dynamic Audiences Use core account holder data to build targeted audiences based on product adoption, account details, and more.
Launch Campaigns & Measure Performance Send email and direct mail while easily measuring engagement, conversions, and attribution.
More to Love About Connect by Main Street SOC 2 Compliant
Cloud-Based Access
Financial Industry Expertise
Unlimited Users and Contacts
Built with security controls that meet industry standards.
Built by experts with decades of financial services experience.
Access Connect from a secure connection anywhere in the world.
Scale usage freely without added fees or restrictions.
Schedule Your Discovery Call Today Scan now to start a conversation. 866-410-4000 contact@mainstreetinc.com