Be the First Choice, Every Time.

Build trust with needs-based, personalized messages. Generate growth by earning more of the relationship. Autopilot, powered by the Empathy Engine®, anticipates customer needs and delivers the right products at the right moment—deepening loyalty before competitors can compete. The result: compounding loyalty and natural share-of-wallet growth.

Understand Where Loyalty Is Won or Lost.

Wallet share isn’t lost all at once; it fragments over time. Traditional reporting shows what customers hold, not why they look elsewhere or when consolidation is possible. Autopilot interprets real transaction behavior to uncover the signals behind wallet share, giving you the foresight to protect and expand relationships before competitors move in.

When customers are primed for their next product
When spending patterns suggest unmet needs
When loyalty is quietly Drifting

Anticipate Needs and Act with Precision.

Trust grows when institutions lead, not follow. Autopilot predicts what products customers need next and activates personalized engagement automatically.

From credit readiness to savings opportunities, outreach is driven by real behavior, not guesswork. Powered by the Empathy Engine®, every interaction arrives at the right moment, feels relevant and personal, and scales without manual effort. This is how institutions move from selling products to supporting financial journeys.

Turn Products into Long-Term Relationships.

Product-centric cross-selling efforts don't build loyalty. Connection does.

Autopilot shifts institutions from reactive product pushes to proactive relationship growth. By continuously mapping each customer’s evolving financial profile, it identifies natural product fits that build trust and increase products per household over time.

The result

  • Clear cause-and-effect insight
  • Actionable direction instead of isolated alerts
  • Alignment across executive, finance, and risk teams

When customers feel understood, they stay. When they stay, growth follows.

Loyalty You Can Measure. Growth You Own. 

Growing share of wallet isn’t about offering more. It’s about offering what matters, exactly when it matters most. Autopilot gives you the intelligence to earn deeper trust, expand relationships, and become the institution customers rely on first and last.

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