Platform
The data platform built specifically for banks and credit unions
Eliminate data silos by transforming raw data into clean, integrated information enriched with valuable demographic insights.
Deliver a unified, consistent view of data across all systems — enabling faster self-serve insights, and empowering decision-makers with timely, accurate information.
Use AI to categorize transactions, predict customer behavior, and perform complex analysis — no data scientist required.
Segment customers into more targeted groups based on shared characteristics to enable personalized outreach and deeper engagement.
Data Integration
Integrate All Your Data
Integrate all your data – any core system. Any volume. Every day.
Improve Data Quality
Most of your customer data lives in applications that are designed for transaction processing and accounting..
“Are John E. Smith and John Smith Jr in your core system the same person?
Are they the same person as John Edward Smith in your trust or investment system?”
Integrate Identities
Different versions of the same customer reside in your source systems making it difficult to see a single view of a customer. Use fuzzy matching technology to match and de-duplicate data.
Enrich Your Data
Enhance your knowledge of your customers by adding 3rd party demographics and geographic data.
We do all the integration for you.
We do all the setup and management for you. Initial integration and setup takes as little as 8 weeks, and we help you every step of the way.
You can trust us to keep your data secure.
Everything we do is based on customer data, which requires that we build our solutions with the utmost attention to information security as a thorough end-to-end part of what we do. Data is stored in a SSAE18 SOC 2 Type 2 secure data center.
Semantic Model
Unify Your Data
A single, consistent view of data across all systems, breaking down silos and ensuring everyone works with the same definitions and metrics.
Simplify Data Analysis
Abstracts the complexity of raw data, making analysis easier for non-technical users while reducing the dependency on specialized skills.
Built For AI
Context-aware and designed to work hand in hand with AI agents to ensure that every data query is interpreted within the correct business context.
Improve Decisions
With clear, accurate, and timely information, decision-makers can act confidently and seize opportunities before they pass.
Faster Insights
By organizing data into an intuitive structure, users can quickly access the information they need without requiring deep technical expertise or waiting weeks for reports.
Improve Flexibility
As business needs evolve, the semantic model can adapt, allowing for the integration of new data sources and analytics use cases without starting from scratch.
Artificial Intelligence
Predictive Behavior
Avoid guessing – predict what products and services your customers are likely to buy using all of your data.
Categorize Transactions
Group transactions from messy descriptions for better understanding of patterns and trends to identify spending patterns and cash flows.
Segmentation
Intelligent Targeting
Focus marketing on specific customer groups, boosting campaign relevance and engagement.
Personalize Actions
Personalize messaging by understanding the unique needs of each segment.
Use Dynamic Data
Adapt marketing efforts in real-time, ensuring personalized engagement, improved campaign effectiveness, and higher customer satisfaction.
Get Insights
Ensure product and service offerings meet the specific needs of different customer groups
DATA INTEGRATION
FAQs
Which cores systems do you work with?
We integrate with many different core systems from all the major vendors and we can easily integrate new core systems in a few weeks.
Where is data stored?
Data is stored in a secure cloud environment. We perform yearly SOC2 Type II audits and penetration test to ensure customer data is as secure.
How often is data updated?
Data is processed and updated every business day. Every time you view a dashboard, that data is shown in real time. Most sources of data your institution provides us can be updated every single day, while others (like investment and trust) are updated monthly.
Can we add new data after implementation?
Our services don’t stop at implementation. We can easily integrate additional data sources at any time.
