BUILD PRIMARY RELATIONSHIPS
Accelerate customer activation and grow lifetime value with with frictionless, personalized experiences.
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Trusted By:
UNLOCK LIFETIME VALUE
Real-time income connectivity enables a more personalized experience, driving primacy and profitability
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WIN PRIMACY
Pinwheel customers have achieved results including:
+
32
%
Direct Deposit Enrollment
-
65
%
Time to 1st Deposit
+
14
%
Lifetime Value
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
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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
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.
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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.