Successful wealth management offerings begin with gathering a wide range of client data and insights. 

In today's world of hyper-personalization, clients are expecting their bank to recommend products and services based on their unique financial situation. Don't waste marketing efforts with broad, generalized messaging. Instead, use client permissioned data & our next-best-action recommendations to reach each individual client with personalized messaging about your bank services.

Our analytics platform reports to you valuable, client specific data and insights to empower your bank to proactively offer targeted products and services.  ​

​​Client-Permissioned Data

As clients travel along their wealth management journey with their dedicated financial advisory team, our platform collects structured and unstructured client-permissioned data that would otherwise be inaccessible for your bank. The data is organized and shared with your bank through regular reports for no additional cost as part of your wealth management program. This valuable information can be used for better client understanding as well as cross selling other bank products or services. ​

​Take advantage of opportunities just waiting to be uncovered!

​Imagine...

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What if you knew exactly which clients were paying too much on interest from a loan at another bank or credit union?

• You could reach out directly and offer to refinance at your bank's competitive rates!

​What if you knew every client who was earning next to nothing on those old savings accounts at some national bank?

• Your team could send a personalized message reminding those clients how much the could be earning through you bank's accounts by consolidating!

What if you knew every clients' credit score and their financial life events or goals into the future?

• Your team could identify prime candidates for mortgages, loans, new deposit accounts and even new customers!

"It’s a clear win-win for the client and the bank"

Life Events

Getting married, attending college, buying a home, having a baby, starting a business -- these are all major life events which often trigger distinct financial decisions including deposits, loans, new accounts, or purchases. Our platform identifies upcoming life events based on a client's financial plan and age-based milestones. Your bank receives all of this information, providing greater insights into your client base and keeping your team informed for effective & efficient decision making. ​

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Credit Score & Loan Data

Credit data includes real time credit score, debt to income, interest rate, lender, and monthly payment information. ​

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• Credit Cards
• HELOCS
• Mortgages
• Auto Loans

• Student Loans
• Personal Loans
• Lines of Credit​

See the credit score of every client without pulling their credit report or waiting for them to apply for a loan. 

Held Away Accounts

Receive periodic reports of clients' held away assets including balance, institution, interest rate, transactions, and term information. 

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• Checking Account
• Savings Accounts
• Money Markets
• CDs​
• ​Youth Accounts

• IRAs
• HSAs
• ​Business Accounts
• Insurance

Next Best Action

Our analytics platform anticipates client' needs based on their current cash on hand, assets held away, debt, expiring insurance policies and key life events such as buying a home or reaching retirement age. These opportunities are routed to your team to allow your bank to create personalized content and product/service recommendations that strengthen relationships, develop new clients, and increase sales or reach growth targets. ​

Our advanced analytics and recommendations develop tailored strategies for each client. Navigate their debt landscape, identifying potential savings, and devise an optimized debt management plan. Bring your targeted client services to the next level. The bank team can use detailed client reporting to highlight potential savings and uncover new opportunities for clients.

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