Products

Transform account activation rates

64%
of customers shown PreMatch complete a deposit switch
2x
better direct deposit rates
Before PreMatch
After PreMatch
63%
of consumers avoid switching banks because transferring automatic payments is a hassle.

What our customers are saying

“I felt welcomed, appreciated, safe and included in every activity and session during the two-day event. Every experience, no matter how small, leads in some manner to professional growth at Pinwheel.”
Dee Choubey,
CEO & Co-Founder at MoneyLion
“The differentiation in the Pinwheel experience made possible by the direct connections with payroll providers puts them in a class of their own for performance.”
Gene Fichtenholz,
Meriwest Head of Digital Strategy and Engagement
"We throw around the term “primacy” a lot, but something like Pinwheel’s Switch Kit really puts that ethos into action."
Nikhil Lakhanpal
Co-Founder at Narmi
“We’re constantly exploring ways to drive digital primacy. Pinwheel is building the interface that enables the onboarding behaviors we want.
Sara Pultman,
First Vice President of Digital Deposit Strategy & Distribution at Berkshire Bank
PreMatch Switch

The industry's best conversion rates with the only 100% credential-less solution.

Learn more about PreMatch  ➔
No PII entry
Eligibility passed with account profile on account activation.
Instant payroll identification
1-9 match eliminates need for user-entered payroll credentials and reduces fraud
Easy MFA authorization
Drop-in authentication your users trust.
PreMatch Switch

The industry's best conversion rates with the only 100% credential-less solution.

Learn more about PreMatch  ➔
No PII entry
Eligibility passed with account profile on account activation.
Instant payroll identification
1-9 match eliminates need for user-entered payroll credentials and reduces fraud
Easy MFA authorization
Drop-in authentication your users trust.
Bill Switch

Help customers cut ties with their legacy bank with in-app ACH payment and card-on-file switching.

Learn more about Bill Switch  ➔
Detect bills instantly
Present a consolidated view of customers’ recurring bills with 80% more accuracy than competitive services.
Instantly swap ACH payments
Capture customers’ largest and most important bills at account opening —
ensuring early share of wallet.
Easily switch card-on-file
Delight customers with 1-click switching for the 100+ most common merchants and guided switching for 150K+ more.
Bill Switch

Help customers cut ties with their legacy bank with in-app ACH payment and card-on-file switching.

Learn more about Bill Switch  ➔
Detect bills instantly
Present a consolidated view of customers’ recurring bills with 80% more accuracy than competitive services.
Instantly swap ACH payments
Capture customers’ largest and most important bills at account opening —
ensuring early share of wallet.
Easily switch card-on-file
Delight customers with 1-click switching for the 100+ most common merchants and guided switching for 150K+ more.

Grow LTV with real-time, source of truth data

Direct deposit allocation monitoring

Always know where you stand amongst your customer's outside financial relationships and leverage insights to power retention programs.

Learn more about Deposit Switch ➔

Recurring payments dashboard

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.

Learn more about Customer Insights➔

Direct deposit allocations monitoring

Power retention programs by always knowing where you stand amongst your customers' external financial relationships.

Learn more about Deposit Switch ➔

Recurring payments dashboard

Understand every party your customers' external account transactions - subscriptions, rent/mortgage, insurance and loans - to identify cross-sell opportunities that save them money.

Learn more about Customer Insights➔
Getting started is easy

Let’s talk about how Pinwheel can deliver game-changing results for your acquisition funnel.

Contact Us