The complete analytical framework for intelligent marketing lists, propensity to purchase analysis, householding, and complete customer-centric analysis.Schedule A Demo
Holistic Customer-Centric ViewsLink a customer’s various accounts such as loans, deposits, applications, credit bureau data, etc. to get a complete view of each customer.
Concentrations & Multi-Dimensional AnalysisSlice and dice your customers to gain greater insight and manage concentrations by product subscriptions, demographics, geography, and much more, including customized segmentation and multi-dimensional analysis.
Propensity Scores*Use our advanced analytical models to predict the likelihood that a customer is in the market for a certain product, allowing you to optimize your marketing dollars and time.
Intelligent Lists & Powerful FiltersCustomer analytics comes with powerful progressive filters that allow you to compare multiple filters side by side and create targeted, intelligent marketing lists for use in advertising campaigns, risk management, collections, etc.
Share of Wallet*Easily see your share of the customer wallet, or in other words, how much of a customers' spend you capture.
Profitability*By combining all of a customer’s loan and deposit products you can analyze the profitability of the customer to your institution. It might just surprise you which customers truly make you money.
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FASB Votes to Delay CECL
The Financial Accounting Standards Board (FASB) voted this week to delay CECL’s effective date for most financial institutions until January 2023. The proposed changes are subject to a 30-day comment period after which the FASB will finalize its proposal. Assuming the proposal is finalized, th...
Visible Equity Acquired by nCino
I’m writing to share some exciting news with you. Earlier today, a press release was issued announcing Visible Equity’s acquisition by nCino, the worldwide leader in cloud-banking. This is a strategic acquisition that we believe is transformational...
Just Released: Lookback and Lookforward Date Filters
When you want to analyze last month’s originations or next month’s maturing loans, it can be painful to enter static dates in your origination date filter or maturity date filter and manually edit each month when you are attempting a non-static lookback or lookforward. We heard you, we listened...