BankWise™ is a predictive customer intelligence tool that uses your data to help marketing professionals personalize product offerings to increase customer wallet share.
360-degree customer profiles with life stages, lifestyles and life events
EASE OF USE
Intuitive design lets you craft customer conversations, no need to crunch the data
REAL-TIME DECISION SUPPORT
Build the perfect offer for the customer that is right in front of you
Works with your bank CRM to layer on insights from your customer base
Actionable insights in stunningly beautiful visualizations
Increase customer wallet share and customer satisfaction in a meaningful way
“The smartest company with the smartest people In a really smart industry.”
COO, National Insurance Provider
BankWise™ is a tool that helps bank marketing professionals increase wallet share by showing them which customers have the greatest wallet share potential, letting them see what is going on in that customer’s life, and recommending the most relevant set of products to offer. From large banks to community credit unions, marketing professionals everywhere are turning to BankWise™ to boost customer wallet share.