Leverage real-time income, investments and payments data to better understand your customer's financial life.
Get a 360° view of your customer's financial life to drive cross-sell and retention programs.
Connect directly with payroll providers to ingest changes to employer, employment status, and income in real-time.
Always know where you stand amongst your customer's outside financial relationships and leverage insights to power retention programs.
Understand every party your customers pay - subscriptions, rent/mortgage, insurance and loans - and identify cross-sell opportunities that save them money and improve their financial lives.
Connect directly with payroll providers to ingest real-time changes to your customers' employer, employment status, and income.
Power retention programs by always knowing where you stand amongst your customers' external financial relationships.
Understand every party your customers' external account transactions - subscriptions, rent/mortgage, insurance and loans - to identify cross-sell opportunities that save them money.
Let’s talk about how Pinwheel can deliver game-changing results for your acquisition funnel.