NEXT GENERATION DEPOSIT SWITCHING

Achieve primacy day one with Pinwheel Prime, the industry's only two-click experience.

I-9 verification returned
Prime matches payroll records to customer profile data
Pre-qualification for personalized offers
Personalized Direct Deposit prompt
Frictionless user journey
Industry-leading conversion rates
Monitor income growth
Receive alerts for changes to direct deposit allocations
Improve lifecycle decisioning with real-time income connectivity

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 improve conversion rates with a guided and personalized experience based on your new customer's income data.

Personalized Direct Deposit prompt
Login-free and frictionless user journey
Industry-leading conversion rates

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
“72% of consumers say they would be more likely to make a bank their prime bank if it offered Pinwheel Prime at acquisition.”
Savanta Research
February 2024

DELIVER EXCEPTIONAL EXPERIENCES

Pinwheel Prime covers 100% of the U.S. payroll population with dynamic eligibility routing.

Pinwheel Prime
up arrow
Our next generation experience, Pinwheel Prime, achieves the industry's best conversion rates with the  only 100% credential-less solution. Our latest innovation is made possible by first-of-its-kind, real-time income data sharing via our proprietary network of payroll partners.
I-9 match eliminates need for user-entered payroll credentials and reduces fraud
Personalization drives intent
Frictionless UX improves conversion
Up to 20% coverage
Pinwheel Core
up arrow
We revolutionized the Direct Deposit Switch experience with our flagship product, Pinwheel Core. This omnichannel solution is proven to improve NPS and is available on desktop, on device, and in branch.
20% conversion lift
65% faster new account funding
30 day implementation
Up to 85% coverage
Pinwheel Forms
up arrow
For exception scenarios not available for automated processing, we make customer switches easier with ready to submit, pre-filled forms.
Easier, more intuitive process improves NPS
Form pre-fill decreases errors
Works for every exception scenario
100% coverage
Pinwheel Core
up arrow
We revolutionized the Direct Deposit Switch experience with our flagship product, Pinwheel Core. This omnichannel solution is proven to improve NPS and is available on desktop, on device, and in branch.
20% conversion lift
65% faster new account funding
30 day implementation
Pinwheel Prime
up arrow
Our next generation product, Pinwheel Prime, achieves the industry's best conversion rates with the  only 100% credential-less solution. Our latest innovation is made possible by first-of-its-kind, real-time income data sharing via our proprietary network of payroll partners.
I-9 match eliminates need for user-entered payroll credentials and reduces fraud
Personalization drives intent
Frictionless UX improves conversion

Pinwheel Prime

Our next generation product achieves the industry’s best conversion rates with the only completely credential-less solution in market, made possible  by real-time payroll  partner connectivity

I-9 match eliminates need for user-entered payroll credentials and reduces fraud
Personalization drives intent
Frictionless UX improves conversion
Up to 20% coverage

Pinwheel Core

Our flagship product, Pinwheel Core, digitizes your direct deposit switching experience and  improves  NPS

20% conversion lift
65% faster new account funding
30 day implementation
Up to 85% coverage

Pinwheel Forms

For exception scenarios not available for automated processing, we make customer switches easier with ready to submit, pre-filled forms.

Easier, more intuitive process improves NPS
Form pre-fill decreases errors
Works for every exception scenario
100% coverage

WIN PRIMACY

Pinwheel customers have achieved results including:

+
11
%
AVG Balance Value
-
65
%
Time to 1st Deposit
+
14
%
Lifetime Value

Deliver exceptional experiences anywhere your customers prefer

Our omnichannel solutions allow you to activate primacy campaigns across the customer lifecycle.

Digital
Pinwheel digital solutions easily integrate with your app, decisioning engine, and user experience via flexible APIs.
Explore Digital   ➔
Smart Branch
Deliver payroll data connectivity in-branch to streamline important processes such as direct deposit switching, income and employment verification, and more.
Explore Smart Branch  ➔
GETTING STARTED IS EASY

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

Contact Us