CS3 Marketing
Driving Growth for Financial Institutions
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DLXSALES

"Coming together is a beginning, staying together is progress, and working together is success."  - Henry Ford

This page contains sales support for CS3 Products. Each product is represented by a product name and supporting material is listed thereafter. If you have any questions, please contact Scott Gilchrist at sgilchrist@cs3marketing.com or 303-619-3057.

Embark - Digital OnBoarding

Embark Digital OnBoarding uses modern technology development practices to activate and engage your new account holders, while delivering a cutting edge customer experience.

Embark’s key features include:

  • Automated messaging within 24 hours of account opening.

  • Use of channels such as text, e mail, social, re-targeting, survey, location and mail.

  • Hands-off development, execution and management of all program elements.

  • Real time analytics that let you monitor customer engagement.

  • Ability to promote any product or service at any time.

  • Ability to send hundreds of customer communications within the first 120 days.

  • On-demand performance analytics.

Opportunity Overview

The Opportunity Overview helps to shape your initial conversation and capture key notes. This is the form that you will submit to CS3 Marketing at:

Contact: Scott Gilchrist

Email: sgilchrist@cs3marketing.com

Phone: 303-619-3057.

Once Scott receives your input, he will contact you to discuss the opportunity and the upcoming discovery phone call.

Solution Information

The Solution Overview provides program objectives key features. This tool can help to shape your conversation and serve as a leave-behind following your discussion

Solution Video - This 90-second video summarizes the solution and can be used to generate pre-call interest and as a reminder of the power of the solution after the conversation.

Video link: www.cs3marketing.com/onboard

Case Study - TBD

Sales Material

Sales Presentation - The sales presentation can be used as a conversation guide to discuss the major benefits of the solution to create interest for a more depth conversation and proposal.

Pricing- Pricing is highly variable and dependent upon size of the institution, DDA growth and program components. Design flexibility enables CS3 to fit most budgets. The program is offered at a monthly subscription rate.

Royal- Digital Referral

Royal Digital Referral energizes your checking acquisition strategy by rewarding your customers to encourage friends to join your family by opening an account. 

The viral nature of the Royal design delivers exponential reach at a price guaranteed to be far below traditional acquisition costs. A design emphasis on operational automation heightens staff efficiency. Pay-for-Performance pricing ensures a solid return on the investment. It’s a versatile addition to your acquisition marketing strategy – positioned to serve as a stand-alone solution or as a key component of an integrated acquisition program.

Royal’s key features include:

  • Risk-free Pay-for-Performance pricing.

  • An automated, digital experience. No paper…No manual processing.

  • Hands-off development, execution and management of all program elements.

  • Expanded promotional reach extending beyond the branch and your customer base.

  • Integrated marketing at no cost to you.

  • Behavior-based incentive system.

  • Per-account acquisition cost that is 1/2 the national average.

  • On-demand performance analytics.

Opportunity Overview

The Opportunity Overview helps to shape your initial conversation and capture key notes. This is the form that you will submit to CS3 Marketing at:

Contact: Scott Gilchrist

Email: sgilchrist@cs3marketing.com

Phone: 303-619-3057.

Once Scott receives your input, he will contact you to discuss the opportunity and the upcoming discovery phone call.

Solution Information

Solution Overview - The Solution Overview provides program objectives key features. This tool can help to shape your conversation and serve as a leave-behind following your discussion

Solution Video - This 90-second video summarizes the solution and can be used to generate pre-call interest and as a reminder of the power of the solution after the conversation.

Video Link: cs3marketing.com/royal

Case Study - TBD

Sales Material

Sales Presentation - The sales presentation can be used as a conversation guide to discuss the major benefits of the solution to create interest for a more depth conversation and proposal.


Pricing- Pricing is highly variable and dependent upon size of the institution, DDA growth and program components. Design flexibility enables CS3 to fit most budgets. The program is offered at a monthly subscription rate.

Demonstration Video - This video can be used as a leave behind to show other colleagues how the program works. It can also be used as a training video to familiarize yourself with the product.