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Reimagining digital banking with automation
Reimagining digital banking with automation

Automate Banking

Automatically disable and/or move users’ online banking logins to different groups based on specified criteria. 

Self Service CDs

Empower your customers to manage opening, renewing, and cashing out their own Certificates of Deposit with a few clicks in online banking.

Refer a Friend

Expand your clientele with our automated friend referral program. It sends invites and pays rewards when friends open new accounts.

Automate Banking

Automatically disable and/or move users’ online banking logins to different groups based on specified criteria. 

Self Service CDs

Empower your customers to manage opening, renewing, and cashing out their own Certificates of Deposit with a few clicks in online banking.

Refer a Friend

Expand your clientele with our automated friend referral program. It sends invites and pays rewards when friends open new accounts.

Trusted by Leading Financial Institutions

Case Studies

Automate Banking

How a Midwestern regional bank automated their customer segmentation and engagement.

Self-Service CDs

How a Washington, D.C. area bank boosted deposits with self-service Certificates of Deposit

Refer a Friend

How a credit union increased deposits, opened new accounts, and boosted engagement with our automated referral solution.

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