BUILD PRIMARY RELATIONSHIPS
Accelerate customer activation and grow lifetime value with frictionless, personalized experiences.
Trusted By:
SUBSCRIPTION MAGIC IN YOUR BANK APP
Upgrade your digital banking experience with a cutting edge tool for customers to track, manage, and cancel subscriptions
Find hidden subscriptions
Our algorithm finds 80% more recurring bills than other solutions to give your customers the fullest picture of their spend.
1-Click cancellation
Customers can easily cancel unwanted subscriptions with a single click for over 100+ merchants plus guided flows for thousands more!
Switch bills fast
Increase spend by helping customers switch their bills over (both card and ACH) with our 1-click switching tool.
Alerts that matter
Save your customers money by alerting them of renewal dates, free trial deadlines, price increases, and savings offers.
SUBSCRIPTION MAGIC IN YOUR BANK APP
Upgrade your digital banking experience with a cutting edge tool for customers to track, manage, and cancel subscriptions
WIN PRIMACY
Pinwheel customers have achieved results including:
+
32
%
Direct Deposit Enrollment
-
65
%
Time to 1st Deposit
+
14
%
Lifetime Value
Save customers money while you make more
Bill Navigator saves customers money on their bills while enabling new revenue opportunities for your bank.
Personalize offers with better data
Our transactions dashboard will help identify where your customers have existing credit products outside your bank so you can tailor specific offers to bring those in-house.
Generate new revenue
Pair Bill Navigator with a premium checking product to generate a new subscription revenue stream.
Increase customer engagement
Subscription management brings your customers back to your banking app more frequently which gives you more opportunities to grow the relationship.
Reduce churn and prevent deposit flight
Stop customers from seeking bill management solutions elsewhere and risk them being upsold other financial products by another provider (e.g. credit cards or mortgages).
Save customers money while you make more
Bill Navigator saves customers money on their bills while enabling new revenue opportunities for your bank.
Personalize offers with better data
Our transactions dashboard will help identify where your customers have existing credit products outside your bank so you can tailor specific offers to bring those in-house.
Generate new revenue
Pair Bill Navigator with a premium checking product to generate a new subscription revenue stream.
Increase customer engagement
Subscription management brings your customers back to your banking app more frequently which gives you more opportunities to grow the relationship.
Reduce churn and prevent deposit flight
Stop customers from seeking bill management solutions elsewhere and risk them being upsold other financial products by another provider (e.g. credit cards or mortgages).
UNLOCK LIFETIME VALUE
Real-time income connectivity enables a more personalized experience, driving primacy and profitability
NEXT GENERATION ACCOUNT OPENING
Instant Insights
Personalize account opening and reduce fraud with I-9 verification.
I-9 verification returned
PreMatch identifies payroll records based on customer profile data
Pre-qualify customers for personalized offers
Drive Direct Deposit
Accelerate intent and achieve the industry's best conversion rates with Pinwheel Prime’s intelligent waterfall.
Instant analysis of variables across provider eligibility, payroll scenario, device and credentials
Personalized, two-click switch
Identification of the optimal switching experience per user
Increase LTV
Direct deposit switch is just the beginning when you are connected to the core.
Monitor income growth
Receive alerts for changes to direct deposit allocations
Improve lifecycle decisioning with real-time income connectivity
“70% of consumers say they would be more likely to switch banks if they could digitally transfer their direct deposit in seconds.”
INDUSTRY LEADING CONVERSION
100% Credential-less Deposit Switch
See what's possible with first-of-its-kind income connectivity at account opening.
Open account
Payroll record
Matched
Identity
Verified
I-9
Verified
Income
YTD earnings confirmed
Customer Value
High
Full pay check switched
$3,200
Incentive eligible
$250
Mortgage payment detected
$4,326
INSIGHTS THAT MATTER
Helping you achieve and defend primacy is our only goal. Together we’ll design custom, actionable insights that increase the effectiveness of your engagement programs.
THE POWER OF PRIMACY IN RETAIL BANKING
Explore our latest white paper to understand common challenges in the retail banking industry as we battle for customer growth and loyalty.