The Banking Autopilot is here

Every industry has an autopilot. Banks and Credit Unions, now it's your turn.

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Autopilot automates all three dimensions of your institution

Soaring Deposits

Autopilot delivers sky-high deposit opportunities and instantly shows growth potential. Predict and prevent attrition, identify and convert loan-only clients into full clients, and gain an advantage over your competition.

Uplift Loans

See your new loans take off. Understand client financial behavior to make informed and competitive offers. Predict their future needs and goals whether they need mortgages, auto loans, business loans and beyond.

Automate marketing

AI-powered insights and content elevate your campaigns to new heights. Create lists that identify client needs early and anticipate when and where your products can make the most impact. Launch campaigns to tailored audiences and create impactful CTAs that are delivered at the right time to get conversions soaring.

How Autopilot Works

Cultivate secure growth by keeping an eye on the numbers that actually matter to your organization.

Identify Inefficiencies

Get a birds-eye view of your institution’s key statistics and warning signs.

Predict Growth Opportunities

Identify consumer needs in advance to prepare for any situation.

Create Conversions

The right messaging to the right consumer at the right time.

Start Today

Log in to see personalized scores for your institution, preloaded for you.

Consumer behaviors

Persona(s) 2.0 help you relate directly to your consumer individually
Relationship scores to help you identify clients in need of help and education
Identify ghost clients and help them consolidate their financial relationships and save money

Email 2.0

Data-driven emails
Generate content and leads with AI-powered resources and built-in stock content
Optimized send for when your clients click most

Impactful Campaigns

Reduce marketing costs with targeted lists
Needs-based marketing to match the right client to the right product at the right time
Hyper-personalized approach

Zero Integration

Simple data upload process gets you talking to your clients faster
Core agnostic platform lets you control the rest of your environment without massive overhauls to client experience
SOC 2 certified security protects the privacy of your institution and clients

Ready to start your trial?

Your data, our enhancements. Get started today at no cost.

Features

Our free trial uses your institution's public data and offers insights into your financial health score. Autopilot allows you to act on that data.

Feature comparison
Identification
Financial Health Score
Stability Score
Growth Score
Track where you stand with your competitors
Growth
New Deposit Opportunities
Predict Deposit Attrition
New Loan Opportunities
Identify Revenue Leaks
Show Product Gaps
Early Warning Indicators on Growth
Convert
Automated Marketing Lists
AI-assisted Content and Image Generation
Email Marketing
Starter
Trial
It's Free!
Financial Health Score
Stability Score
Gworth Score
Track where you stand with your competitors
PRO
Autopilot
Get started
Financial Health Score
Risk Score
Factors affecting the scores
Visualize your institution's data
New Deposit Opportunities
Predict Deposit Attrition
New Loan Opportunities
Identify Revenue Leaks
Show Product Gaps
Early Warning Indicators on Growth
Automated Marketing Lists
Automated Marketing Lists
AI-assisted Content and Image Generation
Email Marketing

Frequently asked questions

Where do you get your data?

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.

How can Autopilot increase deposits?

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.

What is the implementation process?

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.

How can Autopilot increase loans?

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.