Customer Analytics takes your marketing analysis to a new level by combining data from all of our other products, so you can have a complete picture of each customer. With this information at your fingertips, you're ready to efficiently accomplish all your marketing goals. Easily create custom reports and dashboards, build marketing lists, and drill down to the customer detail level. Customer analytics also comes with powerful, predictive analytics to help you pinpoint the customers most likely to be in the market for a given product and analyze customer profitability.


  • Holistic Customer-Centric Views
    Link 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 Analysis
    Slice 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 Filters
    Customer 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.
  • *Contact Visible Equity for current availability
Data Warehousing
Store and manage all your data in one location. Data warehousing is the first pillar of our platform. We aggregate data from your core processor, third party processors, loan origination software, even your spreadsheets into our secure data warehouse. You get an unlimited amount of storage, access to your data 24/7, and unlimited users, queries, exports.
We make state-of-the-art analytics easy, affordable, and accessible for banks, credit unions, and financial institutions of all shapes and sizes. Powerful analytics is the second pillar of our platform. We infuse your data with our advanced analytics to create the perfect recipe for analytic success! Whether you are analyzing risk, estimating losses, or looking for predictive marketing, we are committed to our goal of using analytics to help our clients make better, data-driven decisions.
Reporting & Visualization Software
Create actionable dashboards and custom reports. Once we have your data and we infuse our data and analytics, we’re ready to create some amazing reports with the third pillar of our platform - reporting software. Our software allows you to easily create and save lists, filters, and actionable dashboards and reports to help better understand and communicate key results. We work hard to make our reports be insightful and look professional. The software is available 24/7 with no per user, per report, or per anything fees.
"Visible Equity is one of our trusted partners. They consistently exceed our service expectations while providing a comprehensive and user friendly platform to use for our analytics."
John Strauch
Loan Administration Manager at Pacific Crest FCU
"Thank you to the Visible Equity team! They are a valued partner to our Credit Union. Their analytics are topnotch and their client teams are so user friendly. We are increasing our utilization of their products as compliance requirements are increasing. Highly recommend!"
Carl Roer
CEO at Cascade FCU
Customer / Marketing Analytics
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