How Plum Infinity works

Transform your lending operations in four simple steps. From integration to optimization, we handle the complexity so you can focus on closing more deals.

01

Connect Your Systems

Seamlessly integrate with your existing email, CRM, LOS, and cloud storage platforms in minutes.

  • Pre-built connectors
  • Real-time data sync
  • Secure API connections
  • Extraction of structured & unstructured data
02

AI Analyzes Your Data

Infinity summarizes your relationship status with every contact and then identifies the best opportunities

  • Summarization of relationship
  • Suggested timing of next contact
  • Identification of holes and inaccuracies in data
  • Proactive enrichment as needed
03

Automated Outreach

Deploy personalized, multi-channel campaigns that maximize response rates & deliver results

  • Email, LinkedIn, Calling, Texting, & Mail campaigns
  • Personalized content
  • Personalized timing
  • Communications are quality controled by humans & AI
04

Track & Optimize

Monitor performance in real-time and continuously optimize for better results.

  • Real-time analytics
  • Multi-variate testing
  • Performance insights from your dedicated team
  • Reporting integrated into your existing systems of record

From setup to success in record time

Our streamlined onboarding process gets you up and running fast, with measurable results in your first week.

Week 1

Setup & Integration

Connect your systems and configure automations

Week 2-4

Campaign Launch

Deploy your first reactivation and prospecting campaigns

Month 2-3

Optimization & Scale

Analyze results and optimize for maximum ROI

Enterprise-grade security & privacy

Your data is protected with bank-level security protocols and comprehensive privacy controls.

SOC 2 Type II Compliant

Certified for security, availability, and confidentiality standards

256-bit AES Encryption

Data encrypted at rest and in transit with enterprise-grade protocols

Privacy Controls

Granular privacy settings and full compliance with data protection regulations

Ready to see it in action?

Book a personalized demo and see exactly how Plum Infinity can transform your lending operations.

Book your demo