Offer the products that your customers are about to buy, boost wallet share with BankWise™

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BankWise™ is a predictive customer intelligence tool that uses your data to help marketing professionals personalize product offerings to increase customer wallet share.

FAST INSIGHTS

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

CRM INTEGRATION

Works with your bank CRM to layer on insights from your customer base

SMART DASHBOARD

Actionable insights in stunningly beautiful visualizations

REAL RESULTS

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

Predict Customer Value

Works with your bank CRM to layer on insights from your customer base

Forecast Life Events

Target customers who are most likely to respond

Prescribe Products

Offer the right product, to the right customer, at the right time

About BankWise™

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.