BUILD PRIMARY RELATIONSHIPS

Accelerate customer activation and grow lifetime value with with frictionless, personalized experiences.

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UNLOCK LIFETIME VALUE

Real-time income connectivity enables a more personalized experience, driving primacy and profitability

WIN PRIMACY

Pinwheel customers have achieved results including:

Direct Deposit Enrollment

Time to 1st Deposit

Lifetime Value

NEXT GENERATION ACCOUNT OPENING

Connect to the core of consumers' financial lives with Pinwheel Prime ➔

Instant Insights

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

I-9 verification returned

PreMatch identifies payroll records based on customer profile data

Pre-qualify customers for personalized offers

Drive Direct Deposit

Accelerate intent and achieve the industry's best conversion rates with Pinwheel Prime’s intelligent waterfall.

Instant analysis of variables across provider eligibility, payroll scenario, device and credentials

Personalized, two-click switch

Identification of the optimal switching experience per user

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

“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

INDUSTRY LEADING CONVERSION

100% Credential-less Deposit Switch

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

Open account

Payroll record

Matched

Identity

Verified

I-9

Verified

Income

YTD earnings confirmed

Customer Value

High

Full pay check switched

$3,200

Incentive eligible

$250

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.

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.

Share of Income

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

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.