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.
- *Contact Visible Equity for current availability
Are you a Deposits Matrix Wizard?
I truly believe that the Deposits Module as a Visible Equity product offering has a lot of untapped potential waiting to be explored. In many ways, this can be a good thing! For one, there are all the existing features and functionalities that are potentially under-utilized, that we can help you...
CECL Roundtable Road Trip
I recently completed a CECL Roundtable road trip which included stops in Oklahoma City, Little Rock, and Plano. It’s been one of the highlights of my time at Visible Equity since joining the team in January. I love a good road trip. Hitting the open road, visiting new places, and talking about...
Machine Learning: More than Just a Buzzword for FIs?
If you live anywhere except under a rock, you’ve probably heard the term, “Machine Learning,” thrown around a lot lately. Well, there’s a reason! The world is accelerating towards a reality where it’s hard to go an hour without being impacted by machine learning. It’s in your phones, cars, TVs...