We collect banking data from various public sources, and then enrich it using the Empathy Engine®. Our enrichment process includes comparing your institution to others within your cohort and regional competitors. We can also enhance that data with you financial institution’s transaction data for more accurate scoring, enhanced early warning indicators, and marketing functionality. None of your data is shared with other institutions.

Autopilot allows financial institutions to better understand clients’ financial lives and needs. This information can be used to provide a 1:1 banking experience that tailors products to the individual. For example, you could target customers who have savings accounts, but do not have recurring transfers from checking accounts. Identify products your clients keep elsewhere, and target them with specific messaging.

No integration is needed for Autopilot to begin delivering results. However, minimal integration is needed for Autopilot Pro, which can be done in a matter of minutes. No matter which core provider your institution uses, we can help develop the report call required. We work directly with several core provider systems, and can pull the data with your approval.

Autopilot allows financial institutions to understand the existing loans that clients hold at other financial institutions. Autopilot compares the existing product to your institution’s comparative product and allows you to make direct offers to refinance, for example. Using your client's transaction data and a variety of data refinement processes, we are able to not only identify existing external loans, but purchase behaviors that indicate a potential need for a new loan opportunity.