<-

Drive: your no-code customer data exploration and personalization tool

Author
Jakub Piotrowski
Jakub Piotrowski
VP of Product
Bud Financial

Identifying both growth opportunities and at-risk accountholders is key to any financial institution’s success.

In fact, your ability to deliver truly personalized and consumer-centric banking experiences that help your accountholders achieve their financial goals and actively support them in doing so, is dependent on how you activate the vast amounts of data you already hold.

But accessing that data (let alone making sense of it and being able to take the next best action in real-time) can feel like a daunting task.

That’s why we created Drive, our no-code data analytics and exploration solution, to make it easier for financial institutions like yours to unlock and capitalize on the full potential of their data.

Optimizing how you engage with insights

Drive helps financial institutions to make better use of their data without the usual complexity or cost. Our platform is designed to help you understand your accountholders, improve their experience and grow your organization, all while keeping things simple for your team.

With Drive, you don’t need to be a tech or data specialist to get valuable insights about your accountholders. Instead, you get democratized access to data across the entire organization. Anyone can access and act on consumer insights, with little to no technical expertise required.

Instant access to insights and seamless integration

Drive works alongside your existing digital banking systems, so there’s no need for a lengthy or complicated integration process.

Our no-code design also means you don’t need to hire extra technical staff or spend weeks training your team. Everything is designed to be intuitive, so your organization can start benefiting from Drive straight away.

Because we understand the goals of our clients, Drive is set up so you can benefit from ready-to-use, mission-aligned segments. These out-of-the-box segments mean if you don’t want (or have the time) to analyze data, you don’t have to – it’s handled for you. 

Drive automatically identifies cohorts of accountholders that you can expect specific results from, whether its individuals who have increased their transactional activity, those who aren’t effectively served by competitors or those simply looking for new financial products.

Democratized access to data 

Data is one of the most powerful tools a financial institution has, but it’s often underused because it’s hard to access or interpret. Traditional systems require technical expertise to extract meaningful insights, which can create delays and limit who can work with the information.

With Drive, we’ve taken a different approach. Our platform is designed so that anyone in your organization, regardless of their technical background, can explore accountholder insights – at both an individual level but also across your portfolio. That means your marketing team, customer services, product managers and other departments can all gain a clear understanding of your accountholders’ needs in real-time and without the technical know-how.

When everyone has access to the same insights, it leads to more informed decisions and better outcomes for your accountholders.

Actionable and highly relevant AI-powered insights

Drive makes targeted, highly relevant and actionable insights accessible across your whole organization, not just your data departments.


With these actionable insights, financial institutions like yours can:

  • maximize deposit growth and capital
  • identify new and previously hidden growth opportunities
  • drive proactive risk management and prompt intervention
  • unlock an instant understanding of each accountholder
  • support accountholders in breaking the paycheck-to-paycheck cycle

Transforming raw data into rich actions

Having access to data is one thing but knowing what to do with it is another. Drive’s Action Hub takes the insights you uncover and makes it easy to put them into practice.

For example, if Drive identifies accountholders who are likely to open a new savings account, Action Hub can help you connect with them through personalized messaging. It also integrates with the tools and workflows you’re already using, so your team doesn’t have to change the way they work.

The result? A seamless way to turn insights into real actions that drive accountholder engagement and help your organization grow.

Driving deposit growth and financial well-being

For financial institutions, growth often comes down to understanding your accountholders  and meeting their needs at the right time. Drive makes this possible by uncovering patterns in your data that show how your accountholders are behaving.

For example, you can identify accountholders who might be ready for a loan, looking for better savings options or considering a new financial product. Armed with this knowledge, your team can reach out with individually tailored offers or support that feels relevant and timely.

By focusing on what matters most to your accountholders, you’ll be able to deepen relationships, increase engagement and drive both deposits and revenue growth.

Activating personalization at scale: ‘show me that you know me’

For many financial institutions, delivering personalized experiences at scale can be difficult, especially when you’re working with a large and diverse accountholder base.

Drive takes your data and turns it into clear, actionable insights that you can use to create meaningful interactions with your accountholders. Whether it’s sending a personalized email, suggesting a product that fits their needs or offering financial advice, Drive helps you create moments that show your accountholders that you understand them.

Drive works at speed and scale, so you can deliver tailored experiences to all your acountholders without adding extra work for your team.

Secure no-code integration with Drive today

If you want to boost deposits, create stronger accountholder relationships or deliver more personalized experiences (most likely all three!), Drive is here to help.

It’s time to take the resources you already have—your accountholder data, your team and your systems—and transform them into results that benefit you and your accountholders alike.

Book a Drive demo today

Contact us ->