Volly

Volly operates as a technology and marketing services company with a sharp focus on the U.S. banking and mortgage lending industries. Founded in 2004 and headquartered in Woburn, Massachusetts, the firm provides a comprehensive, cloud-based platform designed to support financial institutions in capturing, converting, and retaining customers. In December 2023, Volly was acquired by MyHome, a subsidiary of Williston Financial Group (WFG), a move intended to streamline the real estate and mortgage transaction process by integrating Volly's marketing and CRM capabilities.

The company's business model is centered on its software-as-a-service (SaaS) platform, which serves a clientele ranging from individual loan officers to one-third of the top 30 banks in the U.S. This platform combines customer relationship management (CRM), marketing automation, and creative services into a single, integrated suite. This eliminates the need for clients to juggle multiple vendors, thereby increasing efficiency and data security. Revenue is generated through this comprehensive offering, which helps clients accelerate their marketing efforts, generate more qualified leads, and ultimately reduce customer acquisition costs.

Volly’s core product is its Marketing Automation Suite, a versatile platform that provides tools for every stage of the customer lifecycle. Key features include the ability to create and launch compliant, co-branded marketing materials such as websites and flyers, automate email and direct mail campaigns, and manage leads through a robust CRM. The suite also offers a point-of-sale (POS) application and transaction management tools. A significant benefit for clients is access to Volly's creative services team, which functions as an in-house marketing agency, providing support for digital strategies and custom content, ensuring that even clients with limited resources can execute professional marketing campaigns. This combination of user-friendly software and expert support enables lenders to enhance customer engagement and drive repeat business.

Keywords: mortgage marketing, banking CRM, financial software, marketing automation, loan origination software, lead management, customer retention, real estate technology, SaaS, fintech, creative services, portfolio retention, digital lending, Williston Financial Group, WFG Enterprise Solutions, customer engagement platform, mortgage lenders, banks, credit unions, sales enablement