Financial Services Industry Model
Acquire Accounts. Fund More Loans. Prove ROI—Compliantly.
For banks, credit unions, fintech, insurance, and wealth. Orchestrate compliant acquisition and cross‑sell, reduce drop‑off in onboarding, and show finance the revenue impact with glass‑box attribution.
Business Drivers
- New accounts & funded loans
- Activation, usage, & product penetration
- Risk‑adjusted revenue & CLV
- CAC payback & unit economics
- Deposit growth & fee income
Main Marketing Issues
- Compliance guardrails (GLBA, UDAAP, CAN‑SPAM/TSR)
- Onboarding friction (KYC/KYB, identity verification)
- Data silos: core/LOS/CRM/bureau
- Attribution across branch, digital, and partners
- Fraud/bot traffic and lead quality
Marketing Requirements
- Integrations: core/LOS (FIS, Fiserv, Jack Henry, nCino), Salesforce FSC
- Consent mgmt & server‑side events; audit trails
- Identity resolution; risk & fraud signals
- KYC/KYB orchestration & progressive profiling
- Glass‑box attribution to accounts/loans & revenue
Financial Services Impact & Payback
Active/Funded Accounts / mo
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Projected Active Accounts / mo
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Baseline Monthly Revenue
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Projected Monthly Revenue
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Add’l Revenue / mo
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Payback on Platform
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*Illustrative; excludes credit risk, funding costs, and portfolio mix effects. Consult compliance for promotional claims.
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Account & Card Acquisition
Identity‑aware targeting, pre‑qual flows, and branch + digital orchestration for DDA, savings, and cards.
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Lending Funnel Lift
Reduce drop‑off from application → approval → funding for auto, personal, mortgage, and SMB.
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Cross‑Sell & CLV
Lifecycle journeys that increase product penetration, usage, and retention with compliant personalization.
AI‑First Marketing at SMB‑Friendly Pricing
Start lean, scale fast, and only pay more when we deliver results.
Starter Pad
Stand up compliant programs.
$499/mo
Billed monthly
✔ 1 AIPad
✔ 1 seat
✔ 50,000 tokens/mo
✔ Smart automations
✔ ROI dashboard
ROI multiple: ~3×
Book a DemoMOST POPULAR
Growth Pad
Scale acquisition & lending.
$1,250/mo
Billed monthly
✔ 3 AIPads
✔ 3 seats
✔ 250,000 tokens/mo
✔ Industry model
✔ Multi‑channel reporting
ROI multiple: ~5×
Book a DemoScale Pad
Predictable growth.
$3,500/mo
Billed monthly
✔ Full AIPad suite
✔ 10 seats
✔ 1,000,000 tokens/mo
✔ Predictive analytics
✔ Priority support
ROI multiple: ~7×
Book a DemoEnterprise & Custom
Tailored & compliant.
$10,000/mo
Starts at (contact for quote)
✔ Unlimited AIPads
✔ Custom workflows
✔ Dedicated AI Pods
✔ Enterprise security
ROI multiple: ~10×
Book a DemoReady to model your funnel?
We’ll map application → approval → activation, and project payback with your data.
*ROI multiples are illustrative; results vary by mix, funnel health, and execution.