Banking personalization

Leverage real-time income, investments and payments data to better understand your customer's financial life.

See beyond your bank

Get a 360° view of your customer's financial life to drive cross-sell and retention programs.

Source of truth income & employment

Connect directly with payroll providers to ingest changes to employer, employment status, and income in real-time.

Direct deposit allocation monitoring

Always know where you stand amongst your customer's outside financial relationships and leverage insights to power retention programs.

Recurring payments dashboard

Understand your customers' external account transactions - subscriptions, rent/mortgage, insurance and loans - and identify cross-sell opportunities that save them money and improve their financial lives.

Source of truth income & employment

Connect directly with payroll providers to ingest real-time changes to your customers' employer, employment status, and income.

Learn more about Pinwheel Verify ➔

Direct deposit allocations monitoring

Power retention programs by always knowing where you stand amongst your customers' external financial relationships.

Learn more about Deposit Switch ➔

Recurring payments dashboard

Understand your customers' external account transactions - subscriptions, rent/mortgage, insurance and loans - to identify cross-sell opportunities that save them money.

Customers demand personalized banking experiences:

66% of consumers expect their bank or credit union to know, understand and reward them

yet only...

34% of consumers feel that their provider treats them as an individual

Grow LTV with meaningful personalization

Build better customer experiences with notifications that matter Accelerate revenue with precision cross-sell offers or win-back strategies

Primacy in personalized banking: A moving target

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

Download now  ➔

Getting started is easy

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