Drive Copilot
Agent runApproval required before launch
Ask Drive Copilot anything about your customers…
SegmentsCampaigns
Drive is an agentic customer intelligence platform. It learns your customers, your data, and your goals, then gets to work: finding the right product for the right customer at the right time, and building the segment or campaign to reach them.
Trusted by over 400 institutions globally
Transactions, product holdings, CRM, credit bureau data: most banks already hold the signal to know exactly who to contact today. But turning it into the right 100 customers still means a ticket to the data team, then a one-off audience built in a campaign tool that doesn't understand financial behavior. By the time it ships, the moment has passed.
to build a retargeting audience at one major fintech before Drive
of marketers say their top data challenge is working with data teams that don't understand marketing priorities (Wakefield Research)
One agentic platform for the whole loop. Understand your customers, act on what you find, personalize every interaction, and measure impact, with your team approving every step.
Explore your customer base at portfolio, segment, or individual level. The analysis is already done for you, supported by thousands of built-in insights.
Drive Copilot builds the audience, drafts the campaign, and tracks what happens next. Simply describe who you want to reach, and approve before anything ships.
Move from monthly batch sends to one-to-one relevance, triggered by what's happening in each customer's finances.
Drive isn't a generic analytics tool with a chatbot on top. Its agents do the work, exploring data, building segments and drafting campaigns, on a decade of Bud's financial data models, with your team in control of what ships.
Ask in plain language and Drive Copilot explores your data, builds a high-impact segment, and drafts the campaign to engage them. Your team approves every step in our chat interface, or you can integrate into your existing tools headlessly via Bud's APIs and MCP server.
Agents watch your portfolio and proactively surface new opportunities, emerging trends, and ready-to-launch campaign ideas tied to your goals.
Triggers evaluate your data continuously, so campaigns send the moment a customer's situation changes.
One place to connect financial data, CRM, products, channel signals - structured and unstructured - with effortless extension. Nothing is siloed or missing.
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Drive surfaces a high-impact lazy-cash segment on its own.
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Portfolio analytics show the size and value, and whether the cash is idle or leaking to a competitor.
03
Create a savings or CD offer inside Drive, using the same enriched data.
04
Deliver it in-app via Engage, either scheduled or triggered by a real event.
05
Drive watches for real behavior change: did the balance move? Was a CD opened?
Drive clients have seen
57% deposit lift through customer activation
01
Ask Drive Copilot to find customers in your portfolio who are likely to want a travel rewards card, based on thousands of signals hidden in your data.
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Narrow it, broaden it, or layer in another condition. Each new number comes straight from your customer data.
03
Drive builds the campaign, you confirm the offer, content and audience. Your message, personalized and relevant to every customer, is now ready to send.
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Dispatch your campaign now, on a schedule, or when a real-time trigger occurs.
Drive clients have seen
$2,219 median increase in annual credit card spend
Launch precise, targeted campaigns based on real customer behavior, without waiting on a data team. Build audiences in plain language, personalize messaging, and prove ROI in minutes.
deposit lift through customer activation
spent on data-driven audience building
credit card profit increase per user, per year
increase in loan market share
less prep time for branch and contact-center outreach
“It's very intuitive and easy to use. Copilot is like a colleague helping with my requests.”
Drive runs alongside your existing infrastructure. Keep your current workflows keep running.
Reuse the data streams, batch files or APIs you already have. Bud manages retrieval and enrichment.
Use Drive headlessly through APIs and an MCP server, or send audiences to your CRM and analytics tools.
Insights and campaigns can be integrated into existing digital banking platforms or surfaced in your CRMs and decision engines
Drive is Bud's customer intelligence platform for banks, credit unions, and fintechs. It combines enriched customer data with agentic AI, letting teams explore their customer base, build segments, and launch and measure personalized campaigns in one place.
Drive Copilot explores your data, builds and refines segments, drafts campaign content, and suggests high-impact campaigns before you ask for them. It acts on your instruction and its own findings, but nothing reaches a customer until your team approves it. The same agents are available headlessly through APIs and an MCP server.
No. Drive works alongside your existing systems. It adds the understanding of financial behavior that CRMs lack, and audiences can be used in the tools you already run.
Transaction and product-holding data enriched by Bud, connected with core, CRM and credit bureau data, plus any other data you choose to bring. Bud can build bespoke customer characteristics on your own data.
Drive Copilot respects your organization's data access rules, and your team reviews and approves every segment and campaign before anything reaches a customer.
Today, campaigns can be delivered through Bud's Engage Action Cards and web banners, and audiences can be used in your existing channels via APIs. More native channels are on the way.
Drive plugs into your existing data feeds or connects through supported banking platforms, so most teams can start exploring their customers quickly without a heavy integration project.
See how Drive can turn your customer data into your next campaign.
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