Pinwheel for community banks

Increase activation rates and ROI with a cutting edge digital experience and meaningfully personalized customer journey.

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We’re making it easier for clients to select and fund any Berkshire Bank account with the introduction of Pinwheel. This service will help bolster our account opening process, boost account activations and accelerate deposit conversions, all while deepening relationships and enhancing client satisfaction.

Sumant Pustake,
Executive Vice President at Berkshire Bank

We evaluated four direct deposit and onboarding solutions, and Pinwheel Prime with PreMatch best eliminated common friction points. Pinwheel Bill Switch, Bill Navigator, and Verify can help us stay innovative, competitive, and ready for future client expectations.

Scott Coup,
President, Security Bank of Kansas City

Achieve primacy day 1 with the Pinwheel SwitchKit

Get started with SwitchKit →

Pinwheel Deposit Switch

Immediately capture new customer deposits with Pinwheel Prime, the industry's top-performing conversion platform. Seamlessly match customers with their active payroll accounts and present a personalized deposit switch offer at account opening—all with the only 100% credential-less solution.

30% more switches than competitive solutions
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Pinwheel Smart Branch

Move beyond account opening to instant account funding for customers that prefer to open accounts in-branch. Enable your tellers to securely assist customers with switching their direct deposits using a personalized device-device enabled QR code.

60% of customers still prefer opening accounts in-branch

Pinwheel Bill Switch

Help customers cut ties with their legacy bank with industry’s only solution to enable 1-click bill switching from within your app.

80% more accurate in detecting recurring bills than competitive solutions
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Deepen customer relationships with personalized products that drive LTV

Pinwheel Bill Manager

Turn your app into a daily destination with money saving features your customers love. Help customers avoid fees on unwanted subscriptions and late payments, while expanding share of wallet with competitive payment insights.

75% of Millennials & Gen Z want subscription management from their bank
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Pinwheel Verify

Expedite the underwriting process with real-time access to your customers’ source of truth income and employment data. Enable ongoing monitoring to proactively qualify customers for better products and rates throughout their lifecycle.

85% of U.S. workers qualify for paperless verification
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Leading community banks powered by Pinwheel

Meet Pinwheel Smart Branch

Learn about how Smart Branch enables a new generation of integrated omnichannel campaigns.

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Primacy in personal banking: A moving target

Learn about changes to consumer behavior that have affected financial institutions' ability to achieve and defend primacy.

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Getting started is easy.
Let’s talk about how Pinwheel can deliver game-changing results for your acquisition funnel.