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.
