Two verticals. Deep expertise in each.
Orkestra ships pre-tuned to the customers you're actually trying to reach. Not "one platform for everyone" — a vertical-native journey library, brand persona, and compliance posture, from the first message.
Grow deposits, loans, and lifetime value — without adding marketing headcount.
Community banks and credit unions run lean. Orkestra hands your team a vertical-native journey library, brand-aware AI, and GLBA-aligned messaging — pointed at whatever you already have: SFMC, HubSpot, Iterable, or a CRM plus your channel providers. No new platform to buy. No configuration marathon.
Community banks
Right-sized to lean marketing teams; works with SFMC, HubSpot, Iterable, or a CRM + channels.
Federal & state credit unions
Member-first language, brand voice tuned to your service DNA.
Regional banks
Multi-BU support with per-brand persona libraries and audience tags.
What ships pre-built
Vertical-native journeys ready to activate on day one. Every one editable, versioned, and pushable to your stack — marketing cloud, CRM, or channel providers.
Deposits & onboarding
- Welcome Journey
- Loan Document Onboarding
- Checking – Open Account
- Checking – Low Funds
- Savings – Open / Close
- CD – Open Account
- New Auto Offer
- Meeting Confirmation
Growth & retention
- Newsletter + Upsell Nurture
- Newsletter + Onboarding
- Checking – Nurture & Cross Sell
- Savings – Nurture & Cross Sell
- Life Event / Anniversary
- Referral Program
- CSAT Survey
- Communication Preferences
Credit & lending
- CD – Credit Monitoring Nurture
- CD – Credit Monitoring Alert
- CD – Credit Report Monthly Update
- CD – Credit Report Helpful Drivers
- Payment Reminder
- Find Bank Advisor
Compliance & brand posture
- GLBA-aligned messaging
- Compliance AI on every output
- Persona library per brand
- Audit trail per journey
- Version history
"Our marketing team is three people. We'd been saying 'we need omnichannel' for two years — but the agency quotes were six figures and nine months out. Orkestra gave us fifteen journeys in week one, tuned to our member voice."
Guide patients across the full continuum — from inquiry through continuing care.
Behavioral health care paths are non-linear, high-acuity, and heavily regulated. Orkestra ships a 44+ journey library that follows how care actually flows — detox, outpatient, IOP/PHP, family navigation, alumni — with HIPAA and 42 CFR Part 2 shaping every message.
Substance-use treatment
Detox, residential, outpatient. 42 CFR Part 2 aware from day one.
Mental health groups
IOP/PHP program growth, therapist practices, group-therapy workflows.
MAT / OTP clinics
Medication management reminders, telehealth prep, adherence nudges.
Eating-disorder treatment
High-acuity clinical documentation, authorization support.
Enterprise BH orgs
Multi-site networks, PE-backed platforms, multi-brand persona libraries.
Adjacent regulated care
Ambulatory clinics with journey and compliance needs like behavioral health.
What ships pre-built
44+ vertical-native journeys covering the full care continuum. HIPAA and 42 CFR Part 2 aware. Editable, versioned, pushable to your stack — marketing cloud, CRM, or channel providers.
Intake & assessment
- Intake Request
- Assessment Confirmation & Follow-Up
- Detox – Inquiry Created
- Detox – Assessment Scheduled
- Detox – Insurance / VOB Started
- Outpatient – Assessment Scheduled
- Outpatient – Intake Paperwork
- Dormant Inquiry Re-Engagement
Detox care path
- Detox – Admission Scheduled
- Detox – What to Bring
- Detox – Arrival Day Instructions
- Detox – Missed Assessment Rescue
- Detox – Discharge Planning
- Detox – Step-Down Transition
Outpatient & IOP/PHP
- Outpatient – First Visit Reminder
- Outpatient – Missed Visit Re-Engagement
- Outpatient – Treatment Plan Nurture
- IOP/PHP – Program Start
- IOP/PHP – Missed Group Rescue
- IOP/PHP – Attendance Risk Alert
- IOP/PHP – Milestone Encouragement
- IOP/PHP – Step-Down Planning
Continuing care & family
- Family & Support Person Navigation
- Post-Discharge Check-In
- Post-Discharge Continuing Care
- Alumni Support & Community
- Safety Plan Resource Reminder
- Recovery Milestone / Anniversary
- Medication Management Reminder
- Telehealth Appointment Prep
- No-Show Appointment Rescue
- Referral Source Follow-Up
"Every 'healthcare marketing' vendor pitched us a template we'd have to rewrite for our care paths. Orkestra's library was already tuned to inquiry → assessment → admission → discharge → continuing care. And 42 CFR Part 2 gets enforced at generation, not at review."
Same platform. Different DNA per customer.
One instance serves many customers. Each one is pre-tuned to its vertical, its brand, and its compliance posture — automatically, at sign-in.
Journey library, ready day one
On sign-in, Orkestra loads the journey library, audience tags, and message prefixes scoped to your industry. Banks get FINS. Behavioral health gets HC.
AI in your voice
Intelligence learns your brand from your existing journeys and style guide. Trusted Advisor · Friendly Neighbor · Empathic Support — pick the persona; Intelligence writes in it.
Regulations, encoded
GLBA for banks. HIPAA + 42 CFR Part 2 for behavioral health. Compliance AI reviews every generated output before it lands in your stack — whether that's a marketing cloud, a CRM, or a channel provider.
Fits what you already run
Full marketing cloud? Great. A CRM plus Twilio and SendGrid? Also great. Orkestra rides on top of whatever stack you have — no rip-and-replace, no new platform to buy.
See the library for your vertical.
10 minutes. The real product, in your industry, on the stack you already have.
Request a demo →