v3 · Movement One-size-fits-all software is dead.

Marketing platforms shouldn't ship as templates.

Pick the platform Orkestra plugs into
First Movement · The Thesis

For thirty years, brands bent themselves to the software. That era is over.

You buy a platform, then spend two years configuring it — to your voice, your audience, your industry, your compliance. By the time it's tuned, the market has moved.

Orkestra inverts that. Every message, journey, and audience is brand-aware, industry-native, and iteratively generated — from day one.

The old playbook

Templates & tickets

  • Generic templates · 6+ months to brand
  • Marketing ops gates every change
  • Compliance lives in spreadsheets
  • "Best practice" journeys that work for no one
  • Vendor lock-in
The Orkestra playbook

AI · Iteration · Plug-in

  • Brand-aware AI · learns voice day one
  • Self-serve build, audit, ship
  • Compliance AI in every output
  • Vertical-native journey libraries
  • Plugs into the cloud you already run
Second Movement · The Platform

Four modules. One operating layer.

Conductor configures. Intelligence generates. Performance reports. CloudXTend connects. Every module knows your vertical, your brand, your stack.

Conductor · Journey Library

Pick the journeys. Ship the solution.

Pre-tuned, vertical-native journeys — onboarding to retention, CSAT to life events. Select the journeys for your solution, double-click to generate messages, ship.

Onboard Stealth Welcome Live CSAT Live 📰 Upsell Draft 🎁 Life Event 📅 Meeting 🔁 Re-engage Convert
Orkestra Intelligence · Message Builder

AI that knows your brand, audience, and compliance.

Tag the audience, voice, and emotional arc. Intelligence generates subject lines, preheaders, body, and content blocks — every output filtered through Compliance AI and your brand persona library.

Welcome — new deposit customers... Compliance AI Our Brand Existing High Intent Trusted Advisor Reassurance Confidence Gratitude
Performance · Outcome Dashboards

Real-time signal. Outcome-grade reporting.

Opens and clicks are table stakes. Performance ties every journey to the outcomes that matter — deposits, loans, retention, LTV — in real time, so iteration actually happens.

Deposits — This Month $4.21M ▲ 18% Loans — This Month 312 ▲ 7% Onboarding (FINS_) 86%
CloudXTend · Multi-Platform

Plugs into the marketing cloud you already run.

Not a rip-and-replace. Orkestra is the orchestration layer on top of SFMC, HubSpot, Iterable, Braze, Marketo, Klaviyo, Customer.io, Adobe — any platform with an API. Pick yours; we connect.

Your CRM Orkestra CloudXTend Your Cloud SFMC · HubSpot · Iterable · Braze · Marketo · Klaviyo · Customer.io · Adobe Syncing · live · 3.2s avg
Third Movement · Intelligence

AI that ships on-brand, on-message, on-policy.

Generic LLMs don't ship in regulated industries. They hallucinate disclosures, miss audience context, and sound nothing like your brand. Intelligence is built differently.

Compliance AI wraps every output in your regulatory frame — FINRA, HIPAA, PCI, fair-lending language — before it ever reaches a draft. Out-of-policy phrasing is caught at generation time, not at review.

Brand persona library learns your voice from your existing journeys, style guide, and best-performing copy. Pick the persona (Trusted Advisor, Friendly Neighbor, Empathic Support); Intelligence delivers in that voice — not generic LLM tone.

Tag the audience and emotional arc — existing customer, family / support person, high intent — and Intelligence shapes the message to match the moment. Subject lines, preheaders, body copy, and content blocks ship as a structured set, ready for Conductor to drop into your marketing cloud.

Compliance AI Our Brand Existing Customer Trusted Advisor Confidence/Empowerment Reassurance
Orkestra Intelligence · Message Builder FINS_ FINANCIAL SERVICES MESSAGE BUILDER Build journey-ready messages Subject lines, preheaders, body copy, content blocks. What messaging would you like to build? Welcome — new deposit customers · FINS_ Compliance & Brand Compliance AI Our Brand Client Voice Audience Focus New Inquiry Existing Customer High Intent Brand Voice Friendly Neighbor Trusted Advisor Coach Emotional Arc Confidence/Empower Reassurance Gratitude ✓ Generated · 3 variants · Brand-on · Compliance-on
Fourth Movement · Iteration

Marketing isn't shipped. It iterates.

Versioned journeys. Measurable lift on every message. Orkestra closes the loop between Conductor, Intelligence, and Performance — so your team learns and ships, again and again.

v1

Generate

Intelligence drafts journey-ready content.

v2

Activate

Conductor pushes to your marketing cloud.

v3

Measure

Performance surfaces outcomes in real time.

v∞

Refine

Variants ship continuously, evidence-based.

Fifth Movement · Architecture

We move journey logic, not records.

Customer PII stays in your CRM and your marketing cloud — where it lives, where it's already governed. Orkestra moves the journey, message, and audience logic between them, on your behalf, with a full audit trail.

  • FINRA · HIPAA · PCI-aligned
  • Salesforce AppExchange-verified
  • Version-controlled journeys & creatives
  • Compliance AI on every generated output
  • Auditable · observable · reversible
YOUR ENVIRONMENT · PII LIVES HERE Your CRM Customer records · PII Your Marketing Cloud Customer records · PII PII BOUNDARY logic only logic only Orkestra Journey · Message · Audience logic SALESFORCE TRUST · APPEXCHANGE · SOC-ALIGNED
Coda · Resources

Useful stuff, not link soup.

What ships with the platform and what comes with onboarding — playbooks, libraries, and frameworks your team can actually use.

Library · pre-built

Integration Library

Pre-built connectors to 11 marketing platforms — SFMC and HubSpot day-one; Iterable, Braze, Marketo, Klaviyo, Customer.io, Adobe AJO, Mailchimp, ActiveCampaign, Brevo on the v3 release.

~3.2s avg sync In the demo →
Playbook · per vertical

Vertical Playbooks

FINS, HC, and RET playbooks ship with the platform — journey libraries, audience taxonomies, compliance frames, and brand-voice personas pre-mapped to each industry's reality.

FINS · HC · RET Pre-tuned →
Compliance · audited

Compliance Frameworks

Compliance AI mapped to FINRA, HIPAA, and PCI — with audit-trail spec, prompt boundary documentation, and the review workflow your risk team will actually sign off on.

FINRA · HIPAA · PCI Risk-team ready →
Onboarding · roadmap

Implementation Roadmap

Day 1: vertical and platform picked. Week 1: first journeys live. Month 1: Intelligence trained on your voice library and producing brand-on, policy-on copy at production rate.

D1 · W1 · M1 White-glove →
Workshop · voice

Brand Voice Workbook

How to teach Intelligence your tone — feeding existing campaigns, the style guide, and your top-performing copy into the persona library so AI outputs sound like you, not a generic model.

Included in onboarding Workshop →
Developer · REST { }

API Reference

Build custom integrations, extend Conductor logic, or pipe outcome metrics into your data warehouse. REST endpoints, webhooks, and SDKs for Node and Python.

REST · Webhooks Docs →

One platform shouldn't fit everyone.

30 minutes — Conductor, Intelligence, Performance, and CloudXTend, walked through against your vertical and your stack.

Request a demo →
Request a demo

30 minutes. Tailored to your stack.

A walkthrough of Conductor, Intelligence, Performance, and CloudXTend — pre-tuned to your vertical and pointed at the marketing platform you already run.

  • Live walkthrough of all four modules
  • Pre-tuned to FINS, HC, or RET
  • Pointed at your marketing cloud (SFMC, HubSpot, Iterable, +)
  • ~30 minutes · async follow-up with materials

Or reach us directly: hello@orkestrainc.com

We respond within one business day.

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