Trusted By:
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cash app
Citizens
Credit karma
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acorns svg
cash app
Citizens
Credit karma
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perpay svg

THE FUTURE OF ACCOUNT OPENING IS HERE

Introducing Pinwheel Prime

See what's possible with first-of-its-kind income connectivity at account opening.

Open account
Payroll record
Matched
Identity
Verified
1-9
Verified
Income
YTD earnings confirmed
Customer Value
High
Full pay check switched
$3,200
Incentive eligible
$250

WIN PRIMACY

Pinwheel customers have achieved results including:

+
32
%
Direct Deposit Enrollment
-
65
%
Time to 1st Deposit
+
14
%
Lifetime Value

Instant insight

Personalize account opening and reduce fraud with I-9 verification.

I-9 verification returned
Prime matches payroll records to customer profile data
Pre-qualification for personalized offers

Drive Conversion

Accelerate intent and achieve the industry's best conversion rates with our intelligent waterfall.

100% credential-less
Personalized, two-click switch
Dynamic routing to optimized conversion experience

Increase LTV

Direct deposit switch is just the beginning when you are connected to the core.

Monitor income growth
Receive alerts for changes to direct deposit allocations
Improve lifecycle decisioning with real-time income connectivity

UNLOCK LIFETIME VALUE

Real-time income connectivity enables a more meaningful customer journey with unique insight into consumers’ complete financial lives

INSIGHTS THAT MATTER

Helping you achieve and defend primacy is our only goal. Together we’ll design custom, actionable insights that increase the effectiveness of your engagement programs.

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Primacy Assessment

Our team of experts will work collaboratively with you to assess your current capabilities and build a roadmap to help you meet your goals for customer growth and engagement.

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Share of Income

Pinwheel solves the income gap, giving you first-of-its-kind income insights to power your primacy campaigns.

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Primacy Score

Understand your position in each customer's financial stack with Pinwheel's proprietary Primacy Score.

Lifecycle Personalization

Use real-time income insights to enable next generation offer personalization wherever your customers need you the most.

“70% of consumers say they would be more likely to switch banks if they could digitally transfer their direct deposit in seconds.”
Savanta Research
February 2024
Banking transformed white paper

THE POWER OF PRIMACY IN RETAIL BANKING

Explore our latest white paper to understand common challenges in the retail banking industry as we battle for customer growth and loyalty.