Pinwheel

Breaking: MoneyLion replaces existing provider because of Pinwheel's superior conversion. "Pinwheel’s results speak for themselves. Our customers trust us to deliver reliable, hassle-free banking and personal finance tools, and Pinwheel’s solution has helped us optimize our onboarding process and  improve our user experience, which will ultimately drive more deposits and higher lifetime value.” Dee Choubey, CEO & Co-Founder MoneyLion Read all about MoneyLion's journey to upgrade their onboarding experience with the industry's top performing direct deposit solution. 👇 https://lnkd.in/ewCz2H-C

“We’re making it easier for clients to select and fund any Berkshire Bank account with the introduction of Pinwheel. This service will help bolster our account opening process, boost account activations and accelerate deposit conversions, all while deepening relationships and enhancing client satisfaction.” Sumant Pustake, EVP Chief Strategy and Marketing Officer at Berkshire Bank Read more about Berkshire Bank, our first customer to launch on the Narmi platform, and the plans they announced today to upgrade their digital customer experience with Pinwheel. https://lnkd.in/ezHZKNkX

Ready to make the SHIFT? Seamlessly and securely switch your direct deposit to your Nassau Financial account in just a few clicks! No paperwork, no hassle—just smarter banking. Learn more about SHIFT: NassauFinancial.org/shift

Do you ever feel like you are stuck in a "situationship" with your banking customers? You're in good company. Our latest research on consumer banking behavior confirms even your best customers have wandering eyes. Some highlights from what we learned: Infidelity Is On The Rise While the majority of consumers claim a national bank as their primary, half of consumers across all demographics are spreading their love around. Partner Preferences Are Changing Consumers’ loyalty to primary banks is wavering, with younger generations the most likely to step outside their primary relationship. Oh, but there's more... Read our Valentine's themed blog to understand more about your customers' evolving banking sentiments and hear our CMO Crystal Gopman's take on how to win (and keep) primacy with today's consumer. https://hubs.ly/Q0369s-q0

Hear from Pinwheel's Head of Customer Success, Jason MacMurray, on how his team delivers our remarkable satisfaction and retention rates in today's Built In feature. https://lnkd.in/eT28iz9e

Financial institutions of all sizes are investing in frictionless digital account activation solutions to combat barriers to new account growth. Lead the pack with Pinwheel's industry-leading deposit and bill switching solution. https://lnkd.in/e2tiBdaW

Heading to Phoenix this weekend? Our CEO Kurtis Lin will be on the FinX stage talking about the top technology upgrades every bank needs to compete in 2025 and beyond. Want to talk with Team Pinwheel? You can book time with the below link. https://lnkd.in/gHVX2hVy

Miss our presentation on the evolution of primacy with the Consumer Bankers Association? Don't fret - we summarized the highlights in our latest blog post. We used our latest consumer insights to design the ultimate tool to help FIs achieve and defend primacy. Read the webinar recap and learn how the Pinwheel Switch Kit - built specifically to turbocharge activation and engagement with new customer accounts - can help you meet your revenue goals in 2025 and beyond. https://hubs.ly/Q032DSTq0

2025 is the year we stop accepting low activation and engagement rates from digital accounts. Pinwheel has expanded our activation solution to help you secure your new customers' most critical transactions when intent is highest - at account opening. With the Pinwheel Switch Kit, you can offer a personalized, frictionless experience - powered by direct connections with payroll providers and merchants - that makes is easy for new customers to switch their direct deposit and recurring primary payments on day one from within your app. The Switch Kit brings together the industry's top performing 2-click deposit switch UX with a new, best-in-class bill switch experience that automatically detects a new customer's recurring payments and offers 1-click bill switching. These two features together break through the critical barriers to account activation and primacy achievement. Don't sleep on upgrading your account opening experience with the Pinwheel Switch Kit, which is available on leading banking platforms for easy integration. Contact us via link in comments to discuss how our latest innovation can help you achieve your 2025 revenue goals👇